Mack Investment Securities
45yrs
Top advisor by experience in Northfield
18yrs
Peter Raines has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Northfield, Illinois. Peter has been with Bernardi Asset Management since 2023; before that, Peter spent three years at Ross, Sinclaire & Associates and eight years at City Securities. Peter holds the CFA designation.
One of 70 advisors with offices in Northfield, and one of 60 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 55% of advisors in Illinois
Office423 Central Avenue, Northfield, IL 60093
How the firm is paid ?Percent of assets
Typical client at the firm ?$2.61 million
Advisors at the firm12
States licensed ?1 state
Services through Bernardi Asset Management
Investment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowBernardi Asset Management, LLCCurrent firm
- 2017 – 2020Ross, Sinclaire & Associates, LLCPreviously
- 2008 – 2016City Securities CorporationPreviously
Contact Peter
Local office(312) 726-7324Ask for Peter. (312) 281-2021Main office 423 Central AvenueNorthfield, IL 60093Office · Get directions Firm websitewww.bernardisecurities.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Peter
Tailored to Peter’s registration and firm.
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Peter
How do I contact Peter?
Call Peter’s local office at (312) 726-7324 or the Bernardi Asset Management main office at (312) 281-2021, and ask for Peter Raines.
How long has Peter been a financial advisor?
Peter has been in the industry since 2008, about 18 years. More experience than 55% of advisors in Illinois.
What licenses does Peter hold?
Series 66. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
Bernardi Asset Management reports being paid by a percentage of the assets they manage. Ask Peter for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Mast Investment Advisors
43yrs
Top 1% by experience in Illinois
Twombly Asset Management
43yrs
Top 1% by experience in Illinois
Bernardi Asset Management
42yrs
Top advisor by experience at Bernardi Asset Management
LPL Financial
42yrs
Top 2% by experience in Illinois
Bernardi Asset Management
42yrs
Top 2% by experience in Illinois