Daniel Nardozzi, financial advisor Saint Petersburg FL
93 score

Daniel Nardozzi

CRD Number: 1274007
Current Firm: Cetera Investment Advisers LLC

Daniel Nardozzi (CRD# 1274007) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Saint Petersburg, FL and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC St. Petersburg, FL Jul 2014 - Current 2
Cetera Investment Services LLC St.cloud, MN Jul 2014 - Current 2
Regions Bank St. Petersburg, FL Jul 2014 - Current 2
Bb&t Investment Services, Inc. St. Petersburg, FL Jun 2009 - Jul 2014 5
Bb&t Investment Services, Inc. Charlotte, NC Jun 2008 - Jun 2009 1
Bb&t Bank Clearwater, FL Jun 2008 - Jun 2009 1
Wachovia Securities, LLC St. Petersburg, FL Feb 2005 - Jun 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1992
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Daniel D. Nardozzi
Phone Number: 888-528-2987
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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