Stefan
Bernardi

Invesco Advisers, Inc

CRD#6141578
Investment Advisor
in Atlanta, GA

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About this Advisor

Stefan Bernardi is a financial advisor working out of Atlanta, Georgia, with 10 years of experience as a financial advisor. Bernardi currently works for Invesco Advisers, Inc. Throughout their career, Bernardi has worked at Invesco Distributors, Inc, Executive Energy Services, Dm Payroll Services, Student and Invesco Advisers, Inc. Bernardi holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Invesco Advisers, Inc is a registered investment firm headquartered in Atlanta, Georgia. The company has offices in 15 locations and a total of 3,183 employees. It administers $658 billion in assets across its 24,319 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises seven charities and foundations. The advisory firm has a broad range of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Financial advisory fee schedules typically vary depending on which service is provided. However, fees billed by Invesco Advisers, Inc likely are comprised of any blend of asset-based and performance-based fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

Yes

Office Location

1555 Peachtree Street, N.E.
Atlanta, GA 30309

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Invesco Advisers, Inc Brokerage Details

Total Assets Under Management

$658,414,165,355

GA Average: $3,570,121,308
Total Number of Employees

3,183

GA Average: 58
Total Number of Accounts

24,319

GA Average: 1,608
Average Account Size

$27,074,064

GA Average: $2,220,225

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Stefan Bernardi Work History

Stefan has 11 years of experience.

2013 - Present (7 years)

Invesco Advisers, Inc

2012 - Present (8 years)

Invesco Distributors, Inc

2012 - 2012 (< 1 year)

Dm Payroll Services

2011 - 2012 (1 year)

Student

2010 - 2011 (1 year)

Executive Energy Services

2009 - 2010 (1 year)

Student

Disclosures

Stefan Bernardi has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Invesco Advisers, Inc

Dyice Ellis-Beckham
Atlanta, GA
Stephen Donovan
Denver, CO
Jarrod Brown
Atlanta, GA
Cole Kopacek
Atlanta, GA
Zahra Guest
Houston, TX
Brandon Knott
Atlanta, GA
John Saxton
Atlanta, GA
Amy Siegel
Atlanta, GA

This content was compiled from the SEC and FINRA.

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