# Bernard Picchi

> Bernard Picchi is a fee-only financial advisor at Palisade Capital Management in Fort Lee, New Jersey, who holds the CFA credential. Palisade Capital Management reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/bernard-picchi/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Palisade Capital Management
- **Based in:** Fort Lee, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $3.86B across 2,253 accounts
- **Credentials:** CFA
- **CRD:** 730229 (https://adviserinfo.sec.gov/individual/summary/730229)
- **SEC registration:** Investment adviser representative in CA, FL, MA, MD, MI, NC, NJ, PA, VI, WA
- **Exams passed:** Series 63 (2004)
- **Firm size:** 42 employees
- **Disclosures:** None reported
- **Website:** https://www.palisadecapital.com

## Frequently asked questions

### Is Bernard Picchi a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Bernard holds no broker registration, and Palisade Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Bernard charge for financial advice?

Bernard's firm, Palisade Capital Management, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Bernard Picchi based?

Bernard Picchi is based in Fort Lee, New Jersey.

### What credentials does Bernard Picchi hold?

Bernard Picchi holds the CFA credential.

### Is Bernard Picchi registered with the SEC?

Yes. Bernard Picchi is registered as an investment adviser representative in CA, FL, MA, MD, MI, NC, NJ, PA, VI and WA (CRD 730229), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Palisade Capital Management manage?

Palisade Capital Management reports $3.86B across 2,253 accounts in assets under management.

### How do I contact Bernard Picchi?

Through Bernard's website, www.palisadecapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/730229): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.