Bernard Picchi (CRD# 730229) is an Investment Advisor Representative working at Palisade Capital Management, LP in Fort Lee, NJ and has over 19 years of experience in the finance industry.
CRD# 4632189
Sarsi, LLC
CRD# 6381165
A.g.p / Alliance Global Partners
CRD# 2963357
Hsbc Securities (usa) Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Palisade Capital Managment LLC | Fort Lee, NJ | Jul 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2004 |
- AZ
- CA
- FL
- IL
- IN
- MD
- MA
- MI
- NJ
- NC
- OK
- PA
- WA
- VI
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Total Assets Under Management4,243MILLIONS
-
Total Number of Accounts2,374ACCOUNTS
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Average Account Value$1,787,452
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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