Mario
Bernardi
Centennial Securities Company, Inc
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About this Advisor
Mario Bernardi is a financial advisor working in Grand Rapids, Michigan with 12 years of relevant experience. Bernardi is on the advisory team at Centennial Securities Company, Inc. They have worked at Centennial Securities Company, Inc for the entirety of their career. Bernardi holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Florida and Illinois. Centennial Securities Company, Inc is a business headquartered in Grand Rapids, MI. The firm has offices in four locations and a total of 40 employees. It oversees $945 million in assets under management among its 3,230 client accounts, making it one of the bigger firms in the United States by assets under management. The firm serves 15 charitable organizations. Of its 3,230 customer accounts, 17% belong to high-net-worth clients who have greater than $1 million in assets. Centennial Securities Company, Inc has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services typically depend on the services. However, fees billed by Centennial Securities Company, Inc can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Centennial Securities Company, Inc Brokerage Details
$944,792,875
40
3,230
$292,506
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Mario Bernardi Work History
Mario has been registered as a financial advisor for 12 years.*
Centennial Securities Co
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mario Bernardi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Centennial Securities Company Inc
Grand Rapids, MI
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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