Thomas Nardozzi, financial advisor Waxhaw NC

Thomas Nardozzi

CRD Number: 5325664
Current Firm: Perpetual Wealth Advisors, LLC

Thomas Nardozzi (CRD# 5325664) is an Investment Advisor Representative working at Perpetual Wealth Advisors, LLC in Waxhaw, NC and has over 15 years of experience in the finance industry. Thomas Nardozzi 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.

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Professional Designations
Company Name Location Dates Years
Perpetual Wealth Advisors, LLC Atlanta, GA Mar 2007 - Current 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2007
Contact Info for Thomas J. Nardozzi
Phone Number: 404-380-1977
Registered State(s):
  • CA
  • GA
  • MN
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    59
    MILLIONS
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $1,287,243
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
  • Publication of periodicals or newsletters
Types of Clients
Registered States

CA, GA, MN, NC, TX

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