East Bay Financial Services, LLC

East Bay Financial Services, LLC (CRD# 166207) is a financial advisory firm headquartered in Charleston, SC. They manage $2,480,000 in 42 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $59,048
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

SC

Financial Advisors at East Bay Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mario A. Nardone
CRD#: 3223250
341 East Bay Street, Suite A, Charleston, SC 29401
96
Wealthminder
score

Mario Nardone (CRD# 3223250) is an Investment Advisor Representative working at East Bay Financial Services, LLC in Charleston, SC and has over 17 years of experience in the finance industry.

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