What is Bernardi Securities, Inc.'s NAICS code?

Bernardi Securities, Inc.'s NAICS code is 52 (Finance and Insurance).

Insights

Environmental Risk Bernardi Securities recently launched the Environmental Risk Index for municipal bond portfolios, signaling a potential client interest in ESG-related risk assessment tools and data services that could complement their active portfolio management and public finance offerings.

Public Finance Growth As one of the Midwest’s most active underwriters, Bernardi demonstrates strong deal flow and issuer engagement, presenting opportunities to offer expanded underwriting services, debt issuance support, and cross-sell municipal finance solutions.

Credit Insights Independent municipal credit research is a core differentiator for Bernardi; there is potential to partner on enhanced research analytics, credit monitoring, and educational content that reinforces client trust and can be packaged into value-added services.

Midwest Focus With a regional emphasis in the Midwest, there is room to introduce localized market intelligence, regulatory updates, and targeted advisory products tailored to state and municipal entities in the region.

Tech & Ops The existing tech stack and CRM/marketing automation usage indicate readiness for expanded client outreach, data-driven campaigns, and integrated fintech services to streamline issuer engagements and portfolio management workflows.

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Bernardi Securities, Inc. Tech Stack

Bernardi Securities, Inc. uses 8 technology products and services including QuickBooks, WordPress, Mimecast Secure Email Gateway, and more. Explore Bernardi Securities, Inc.'s tech stack below.

QuickBooks
Accounting And Finance
WordPress
Content Management System
Mimecast Secure Email Gateway
Email Security
parallax.js
Javascript Libraries
Constant Contact
Marketing Automation
Salesforce Marketing Cloud Account Engagement
Marketing Automation
Microsoft Office
Office Suites
Max Mega Menu
Widgets

Media & News

Bernardi Securities, Inc. launched Environmental Risk Index on Jun 23rd '26.
Bernardi launches Environmental Risk Index for municipal bond portfolios.
Jun 23, 2026 | www.manilatimes.net

Bernardi Securities, Inc.'s Email Address Formats

Bernardi Securities, Inc. uses at least 3 email formats:

Bernardi Securities, Inc. Email Formats	Example	Percentage
FLast@bernardisecurities.com	JDoe@bernardisecurities.com	92%
Last@bernardisecurities.com	Doe@bernardisecurities.com	6%
F.Last@bernardisecurities.com	J.Doe@bernardisecurities.com	2%

Frequently Asked Questions

What is Bernardi Securities, Inc.'s phone number?

You can contact Bernardi Securities, Inc.'s main corporate office by phone at

+1-312-726-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Bernardi Securities, Inc.'s official website and social media links?

Bernardi Securities, Inc.'s official website is bernardisecurities.com and has social profiles on LinkedIn.

How much revenue does Bernardi Securities, Inc. generate?

As of September 2026, Bernardi Securities, Inc.'s annual revenue is estimated to be $25M - $50M.

What is Bernardi Securities, Inc.'s SIC code and NAICS code?

Bernardi Securities, Inc.'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Bernardi Securities, Inc. have currently?

As of September 2026, Bernardi Securities, Inc. has approximately 33 employees across 1 continents, including North America. Key team members include Chief Operating And Compliance Officer: E. B., Chief Compliance Officer: R. B. and Principal, Senior Vice President: R. B. Explore Bernardi Securities, Inc.'s employee directory with LeadIQ.

What industry does Bernardi Securities, Inc. belong to?

Bernardi Securities, Inc. operates in the Financial Services industry.

What technology does Bernardi Securities, Inc. use?

Bernardi Securities, Inc.'s tech stack includes QuickBooks, WordPress, Mimecast Secure Email Gateway, parallax.js, Constant Contact, Salesforce Marketing Cloud Account Engagement, Microsoft Office and Max Mega Menu.

What is Bernardi Securities, Inc.'s email format?

Bernardi Securities, Inc.'s email format typically follows the pattern of FLast@bernardisecurities.com. Find more Bernardi Securities, Inc. email formats with LeadIQ.

When was Bernardi Securities, Inc. founded?

Bernardi Securities, Inc. was founded in 1984.

Bernardi Securities, Inc.

Q: How many employees does Bernardi Securities, Inc. have currently?

Bernardi Securities, Inc. has approximately 33 employees.

Q: What technology does Bernardi Securities, Inc. use?

Bernardi Securities, Inc.'s tech stack includes Centmin Mod, Cloudflare Web Optimizations, JSON-LD, Google Tag Manager, reCAPTCHA.

Financial ServicesIllinois, United States11-50 Employees

Bernardi Securities, Inc. operates in the financial services space with a focus on municipal bonds, offering active portfolio management and public finance services to clients in the Midwest. Its investment specialists follow a structured process for actively managing municipal bond portfolios in a complex market, aiming to deliver performance for clients. The firm also supports issuer clients—municipal administrators, school superintendents, and elected officials—in raising capital and navigating the debt issuance process.

Independent municipal credit research underpins its portfolio management and public finance work, and the firm publishes research on municipal market topics to inform clients. Based in Chicago, Illinois, Bernardi Securities operates as a smaller, regionally focused practice and is a member of FINRA and SIPC.