Edward Bernhardt is a CFA-designated registered investment advisor, based in Portland, OR, with 24 years of industry experience.
Location
Portland, OR
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Edward owns rental real estate property since 2017. He is also a finance committee member for Northwest Academy, spending minimal time reviewing financials and providing input on financial decisions.
Employment History
Current Registrations
Invesco Distributors, INC.
October 2022 - Present · 3 yrs 7 mos
Invesco Distributors, INC.Broker
October 2022 - Present · 3 yrs 7 mos
Invesco Managed Accounts, LLC
March 2012 - Present · 14 yrs 2 mos
Previous Registrations
Seattle-Northwest Asset Management LLC
October 2005 - October 2010 · 5 yrs
Seattle-Northwest Securities CorporationBroker
August 2005 - July 2013 · 7 yrs 11 mos
Cu Investment Solutions, INC.Broker
January 2004 - June 2005 · 1 yr 5 mos
Wells Fargo Investments, LLCBroker
July 2001 - June 2002 · 11 mos
Wells Fargo Securities, LLCBroker
February 2000 - June 2002 · 2 yrs 4 mos
State Registrations1 state
WA
Advisor
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
No exam information available for this advisor.