Anthony Nardi (CRD# 6316932) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Rye Brook, NY and has over 9 years of experience in the finance industry. Anthony Nardi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2708116
Park Avenue Securities LLC
CRD# 4632189
Sarsi, LLC
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kingswood Capital Partners, LLC | New York, NY | May 2023 - Current | < 1 |
| Kingswood Wealth Advisors | Stockbridge, GA | Jan 2022 - Current | 2 |
| Benchmark Investments, LLC | New York, NY | Oct 2021 - May 2023 | 1 |
| Benchmark Advisory Services, LLC | New York, NY | Oct 2021 - Jan 2022 | < 1 |
| Lpl Financial LLC | Ardsley, NY | Sep 2019 - Oct 2021 | 2 |
| Sterling National Bank | Ardsley, NY | Sep 2019 - Oct 2021 | 2 |
| Jpmorgan Securities LLC | Dobbs Ferry, NY | Dec 2018 - Sep 2019 | < 1 |
| Jpmorgan Securities LLC | Irvington, NY | Jan 2018 - Dec 2018 | < 1 |
| Jpmorgan Securities LLC | Irvington, NY | Dec 2015 - Jan 2018 | 2 |
| Jp Morgan Securities LLC | Dobbs Ferry, NY | Jan 2015 - Dec 2015 | < 1 |
| National Securities Corporation | New York, NY | Mar 2014 - Jan 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- CA
- CT
- DE
- FL
- MD
- NH
- NY
- NC
- SC
- WA
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Total Assets Under Management1,043MILLIONS
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Total Number of Accounts4,527ACCOUNTS
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Average Account Value$230,381
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Other
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, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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