LeadIQ logo
Learn more at LeadIQ.com

Insights

Niche Market Leadership Bernardi Securities specializes in active municipal bond portfolio management and public finance services, making it a key player for clients seeking expert municipal investment solutions and issuance support in the Midwest and beyond.

Stable Revenue Base With an annual revenue ranging between 25 million and 50 million, Bernardi Securities demonstrates consistent market performance, providing a reliable potential for expanding service offerings such as advanced analytics or technology integration.

Digital Presence & Tech Stack Utilizing a modern technology stack including Cloudflare, Backbone.js, and other web tools, Bernardi Securities shows openness to digital engagement, presenting opportunities for innovative financial technology solutions or cybersecurity enhancements.

Market Expertise & Credit Research The company's focus on independent municipal credit research and market insights positions it as an ideal partner for providers offering data analytics, credit rating services, or educational resources tailored to municipal finance professionals.

Growth & Expansion Potential Given its active role as a Midwest underwriter and specialized investment management, Bernardi Securities may be interested in expanding its services, partnerships, or technological capabilities that improve efficiency and client outcomes in municipal finance markets.

Bernardi Securities, Inc. Tech Stack

Bernardi Securities, Inc. uses 8 technology products and services including Site Kit, Cloudflare, Backbone.js, and more. Explore Bernardi Securities, Inc.'s tech stack below.

  • Site Kit
    Analytics
  • Cloudflare
    Content Management System
  • Backbone.js
    Javascript Frameworks
  • Lightbox
    Javascript Libraries
  • Constant Contact
    Marketing Automation
  • CentOS
    Operating Systems
  • Gravity Forms
    Web Platform Extensions
  • Max Mega Menu
    Widgets

Media & News

Bernardi Securities, Inc.'s Email Address Formats

Bernardi Securities, Inc. uses at least 1 format(s):
Bernardi Securities, Inc. Email FormatsExamplePercentage
FLast@bernardisecurities.comJDoe@bernardisecurities.com
48%
Last@bernardisecurities.comDoe@bernardisecurities.com
3%
F.Last@bernardisecurities.comJ.Doe@bernardisecurities.com
1%
FLast@bernardisecurities.comJDoe@bernardisecurities.com
48%

Frequently Asked Questions

Where is Bernardi Securities, Inc.'s headquarters located?

Minus sign iconPlus sign iconBernardi Securities, Inc.'s main headquarters is located at 20 South Clark Street Suite 2700 Chicago, Illinois 60603 United States. The company has employees across 2 continents, including North AmericaAsia.

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

Minus sign iconPlus sign icon 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?

Minus sign iconPlus sign iconBernardi Securities, Inc.'s official website is bernardisecurities.com and has social profiles on LinkedIn.

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

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

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

Minus sign iconPlus sign iconAs of February 2026, Bernardi Securities, Inc. has approximately 34 employees across 2 continents, including North AmericaAsia. Key team members include Chief Operating And Compliance Officer: E. B.Chief Compliance Officer: R. B.Principal, Senior Vice President: R. B.. Explore Bernardi Securities, Inc.'s employee directory with LeadIQ.

What industry does Bernardi Securities, Inc. belong to?

Minus sign iconPlus sign iconBernardi Securities, Inc. operates in the Financial Services industry.

What technology does Bernardi Securities, Inc. use?

Minus sign iconPlus sign iconBernardi Securities, Inc.'s tech stack includes Site KitCloudflareBackbone.jsLightboxConstant ContactCentOSGravity FormsMax Mega Menu.

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

Minus sign iconPlus sign iconBernardi 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?

Minus sign iconPlus sign iconBernardi Securities, Inc. was founded in 1984.

Bernardi Securities, Inc.

Financial ServicesIllinois, United States11-50 Employees

A leading municipal bond boutique, Bernardi Securities, Inc. specializes in active municipal bond portfolio management and innovative public finance services. 

Our mission has remained the same since our founding – specialize in the municipal bond market to deliver superior performance for clients.

ACTIVE MUNICIPAL BOND PORTFOLIO MANAGEMENT

Investing in today’s complex municipal bond market requires highly specialized portfolio management. Bernardi investment specialists serve clients using a proven process for active municipal bond portfolio management.

INNOVATIVE PUBLIC FINANCE SERVICES

As one of the Midwest’s most active underwriters, Bernardi understands the demands facing municipal administrators, school superintendents, and elected officials. Bernardi public finance specialists help issuer clients raise needed capital, providing a variety of services throughout the debt issuance process.

MUNICIPAL CREDIT RESEARCH & INSIGHTS

Independent municipal credit research is the foundation of the Bernardi approach to its portfolio management and public finance services. Close attention to credit research is more important than ever in the wake of the 2008-2009 financial crisis. Additionally, Bernardi Securities reports on municipal market topics in several types of research publications to keep clients informed.


For educational purposes only and obtained from sources considered reliable. Not guaranteed and not necessarily complete. BSI offerings are made by prospectus or official statement only. Income may be subject to state and local taxes and the federal AMT. Additional risks associated with investing in municipal bonds include credit risk, interest rate risk, and reinvestment risk. Please consult your tax professional regarding suitability.

May lose principal • Not FDIC insured • Not appropriate for all investors

©2024
Bernardi Securities, Inc. 
Member FINRA/SIPC

Visit www.bernardisecurities.com/disclosures for more information

Section iconCompany Overview

Headquarters
20 South Clark Street Suite 2700 Chicago, Illinois 60603 United States
Phone number
+1-312-726-****
Website
bernardisecurities.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1984
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Bernardi Securities, Inc.'s revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Bernardi Securities, Inc.'s revenue is estimated to be in the range of $25M$50M

Company Leadership

  • Stylized image of a person
    E. B.
    Chief Operating And Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. B.
    Chief Compliance Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. B.
    Principal, Senior Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. K.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. Z.
    Business Manager
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    J. R.
    General Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. K.
    Manager Accounts
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. B.
    Matthew P. Bernardi Investment Specialist
    Phone icon
    Mobile Phone

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust LeadIQ to help them build pipeline confidently.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.