Role at Invesco Managed Accounts
- Title on Schedule A
- Head of Smas and Senior Vice President
- Control
- Edward Bernhardt is a control person of Invesco Managed Accounts.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Edward Bernhardt has held the filed role since May 2019.
The firm
Form ADV filed 29 June 2026
Career on record
Edward Bernhardt has been registered through Invesco Managed Accounts since March 2012, and before that through Seattle-northwest Asset Management LLC.
- – present · 15 yearsPortland, OR · Adviser representative · Firm CRD 154461
- Seattle-northwest Asset Management LLC– · 5 yearsPortland, OR · Adviser representative · Firm CRD 10639
- Passed Series 66 · 2005
- Passed Series 55 · 2002
- Passed Series 7 and Series 63 · 2000
Registrations and exams
Edward Bernhardt has a current investment-adviser registration in Washington and has passed 4 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Washington | Investment adviser representative | Approved | 28 March 2012 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 17 August 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 February 2000 |
| Series 55 | Limited Representative-Equity Trader Exam | 25 March 2002 |
| Series 7 | General Securities Representative Examination | 13 February 2000 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- General Securities Representative Examination
Individual record
- Full name
- Edward Bernhardt
- CRD
- 4023885
- Registration status
- Investment adviser and broker registrations
- Office
- Portland, OR
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Edward Bernhardt work?
Edward Bernhardt has been Head of Smas and Senior Vice President of Invesco Managed Accounts, LLC since May 2019, and is a control person of the firm.
Is Edward Bernhardt a financial advisor?
Yes. Edward Bernhardt has a current investment-adviser registration in Washington, through Invesco Managed Accounts since March 2012, as of 17 October 2026.
How many years of experience does Edward Bernhardt have?
Edward Bernhardt has worked in the financial industry for 24 years as of 17 October 2026, counted from 26 October 2001, across 2 adviser firms.
What exams has Edward Bernhardt passed?
Edward Bernhardt has passed 4 licensing exams: the Series 7, Series 63, Series 55 and Series 66. The earliest, the Series 7, was passed in February 2000.
Where did Edward Bernhardt work before Invesco Managed Accounts?
Before Invesco Managed Accounts, Edward Bernhardt was registered through Seattle-northwest Asset Management LLC, October 2005 to October 2010.
Where is Edward Bernhardt based?
Edward Bernhardt’s registered office is in Portland, OR.
Leadership at Invesco Managed Accounts
- Laura DukesChief Executive Officer
- Tim BenzelHead of Fixed Income Smas and Vice President
- Nataliya FomenkoHead of Sma Client Service and Vice President
- Amy NazimiecChief Compliance Officer and Senior Vice President
- Tony WongPresident
- Mark GregsonChief Financial Officer
- Jordan MixsellChief Operating Officer
- Greg KetronTreasurer