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Linda Nmn Grizely

Linda N. Grizely

NECTARINE | Financial Consultant
Cary, IL
Some features on this profile are disabled
CRD#: 1967857
Linda Nmn Grizely

Professional summary

Linda Nmn Grizely, who also goes by Linda Parlette Costoff, Linda Grizely, Linda Joan Parlette, is a registered financial advisor currently at NECTARINE located in Cary, Illinois.

Linda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Linda has worked at 7 firms and has passed the Series 66, Series 7TO and SIE exams.

Biography

As your primary point-of-contact at Fidelity, I help you understand the big picture of your finances. Together, you, I, and our Fidelity team, collaborate to create a holistic plan that you feel confident will work toward your goals and best serve you and the ones you love. Through consistent communication, we adjust your plan as needed. I am here to serve you in navigating your financial life and recognizing how changes in the financial environment or your circumstances may affect your plan.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Linda Parlette Costoff | Linda Grizely | Linda Joan Parlette

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Linda Nmn Grizely's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Education

The American College

Master of Science (MS) - Financial Services

2021

Franklin University

Bachelor of Science (BS) - Marketing and Human Resources Management (dual major)

2017

Experience

Current

January 15, 2026 - Present

NECTARINE

RIA
CRD#: 327155
Cary, IL
Past

September 9, 2024 - April 3, 2025

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
Deer Park, IL
Past

August 26, 2024 - April 8, 2025

SAGEVIEW ADVISORY GROUP, LLC

RIA
CRD#: 126777
DEER PARK, IL
Past

January 2, 2024 - August 2, 2024

VISIONS FINANCIAL PLANNING

RIA
CRD#: 328274
CARY, IL
Past

February 17, 2022 - August 8, 2023

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
DEER PARK, IL
Past

February 9, 2022 - August 7, 2023

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
DEER PARK, IL
Past

October 13, 2020 - January 28, 2022

EQUITY SERVICES, INC.

RIA
CRD#: 265
LAKE IN THE HILLS, IL
Past

October 13, 2020 - January 28, 2022

EQUITY SERVICES, INC.

BD
CRD#: 265
LAKE IN THE HILLS, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NE
NECTARINE
NECTARINE | NECTARINE, INC. | NECTARINE FINANCIAL, INC.

CRD#: 327155 / SEC#: 801-128604

RIA
Registered Investment Advisory firm - (8/21/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Illinois
(1/15/2026)
IAR
Texas
(1/15/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/24/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/13/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/5/2019
Securities Industry Essentials Examination

Current Firm

NE
NECTARINE
NECTARINE | NECTARINE, INC. | NECTARINE FINANCIAL, INC.

CRD#: 327155 / SEC#: 801-128604

RIA
Registered Investment Advisory firm - (8/21/2023 Approved)
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Contact information

Main Address
1650 Garnet Avenue #1090, San Diego, CA 92109
Mailing Address
Phone number
(858) 779-0115
Established
Firm type
Fiscal year end
# of Employees
30

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025-09-12 NECTARINE FORM ADV PART 2A (9/12/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

NECTARINE

Financial ConsultantCRD#: 327155Cary, IL

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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