Ricardo Nazario, financial advisor Houston TX
93 score

Ricardo Nazario

CRD Number: 1843654
Current Firm: T.o.s. Advisors, LLC

Ricardo Nazario (CRD# 1843654) is an Investment Advisor Representative working at T.o.s. Advisors, LLC in Houston, TX and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
T.o.s. Advisors, LLC Houston, TX May 2012 - Current 4
Morgan Stanley Smith Barney Houston, TX May 2009 - Jun 2012 3
Ubs International Inc. New York, NY Jun 2002 - May 2009 6
Painewebber Houston, TX Jul 2000 - May 2009 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1988
S66 NASAA Uniform Combined State Law Examination Oct 2000
Contact Info for Ricardo L. Nazario
Phone Number: 713-714-1553
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    192
    MILLIONS
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $4,265,852
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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