Marty Shobert is a registered investment advisor, based in Northfield, IL, with 32 years of industry experience.
Location
423 Central Avenue, Northfield, IL, 60093
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Marty is an investment advisor at Bernardi Asset Management, LLC, an affiliated firm of Bernardi Securities, Inc. This activity takes nearly all of Marty's time, primarily during trading hours.
Employment History
Current Registrations
Bernardi Securities, INC.Broker
February 2017 - Present · 9 yrs 2 mos
Bernardi Asset Management, LLC
February 2017 - Present · 9 yrs 2 mos
Previous Registrations
Tanglewood Tax & Investments
August 2015 - December 2016 · 1 yr 4 mos
Ifocus Financial, LLC
June 2013 - November 2013 · 5 mos
Mls Investment Management
January 2003 - December 2007 · 4 yrs 11 mos
Advest, INC.Broker
November 1989 - July 1998 · 8 yrs 8 mos
Shearson Lehman Hutton INC.Broker
April 1988 - November 1989 · 1 yr 7 mos
E. F. Hutton & Company INCBroker
July 1984 - April 1988 · 3 yrs 9 mos
Nml Equity Services, INC.Broker
February 1982 - August 1984 · 2 yrs 6 mos
State Registrations15 states
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Exams
No exam information available for this advisor.