Justin J. Nardo
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Justin James Nardo, CFP®, who also goes by Justin J Nardo, was a registered financial professional .
Justin is a previously registered financial professional and started their career in finance in 2008. Justin had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2012
Experience
August 2, 2019 - October 30, 2023
BENEFIT FINANCIAL SERVICES GROUP
June 8, 2017 - July 16, 2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
June 8, 2017 - July 16, 2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
August 25, 2014 - June 5, 2017
STRATEGIC ADVISERS LLC
August 13, 2014 - June 5, 2017
FIDELITY BROKERAGE SERVICES LLC
January 16, 2013 - August 4, 2014
PACWEST FINANCIAL MANAGEMENT INC
October 16, 2012 - November 1, 2012
NEXT FINANCIAL GROUP, INC.
September 11, 2012 - November 1, 2012
NEXT FINANCIAL GROUP, INC.
September 28, 2010 - August 1, 2012
USAA FINANCIAL PLANNING SERVICES
April 6, 2010 - August 1, 2012
USAA FINANCIAL ADVISORS, INC.
November 11, 2008 - March 15, 2010
VANGUARD MARKETING CORPORATION
Primary Firm SEC Registration
BENEFIT FINANCIAL SERVICES GROUP
CRD#: 143617 / SEC#: 801-67796
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BENEFIT FINANCIAL SERVICES GROUP
CRD#: 143617 / SEC#: 801-67796
Contact information
SEC notice filing (20 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 855 |
| AUM (Assets Under Management) | $ 1,290,227,768 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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