Paul Bernardi
Paul Bernardi is a CFP-designated registered investment advisor at Cohen & Steers Capital Management INC., based in New York, NY, with 29 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Investment Management, Real Estate Investing. Their firm serves 177 clients with $86B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1166 Avenue of the Americas, 30th Floor, New York, NY, 10036
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Cohen & Steers Capital Management INC.
Cohen & Steers Securities, LLCBroker
Previous Registrations
Voya Investments Distributor, LLCBroker
Voya Investment Management CO. LLC
Ing Investment Management Services LLCBroker
Alliance Fund Distributors, INC.Broker
Diversified Investors Securities CORP.Broker
Monroe Parker Securities, INC.Broker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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