East Bay Financial Services, LLC
East Bay Financial Services, LLC (CRD# 166207) is a financial advisory firm headquartered in Charleston, SC. They manage $11,069,000 in 65 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management11MILLION
Total Number of Accounts65ACCOUNTS
Average Account Value$170,292
- 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
Mario Nardone (CRD# 3223250) is an Investment Advisor Representative working at East Bay Financial Services, LLC in Charleston, SC and has over 18 years of experience in the finance industry.