CN
Christopher Nardi
CARY STREET PARTNERS
Tampa, FL 33607
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CRD#: 6073941
CN
Professional summary
Christopher Nardi is a registered financial advisor currently at CARY STREET PARTNERS located in Tampa, Florida and CARY STREET PARTNERS located in Tampa, Florida.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Christopher has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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 CHILDREN'S DREAM FUND POSITION: Board Member NATURE: The CDF is a wish-granting organization for children with life-threatening illnesses in the greater Tampa Bay area. I started my first term as a board member in February of 2020, where I will assist with fund development. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/18/2020 ADDRESS: 200 Central Ave Suite 410, St. Petersburg FL 33701 LEADERSHIP TAMPA BAY POSITION: Board Member NATURE: Leadership Tampa Bay is a regional leadership program that has been operating in the greater Tampa Bay region for over 30 years. Their mission is to engage class members with businesses and community leaders to enhance their knowledge of regional assets and issues. The program is designed not only to identify regional strengths and build on them, but to delve into issues facing our region and explore ways to bridge our differences. INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 0 START DATE: 09/25/2020 ADDRESS: P.O. Box 1315, Tampa FL 33601 INLET SHORE TOWNHOMES ASSOCIATION, INC. POSITION: HOA Treasurer. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITY TRADING HOURS: 0 START DATE: ADDRESS: 6301 MEMORIAL HIGHWAY SUITE 103, TAMPA, FL 33615
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Nardi's 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®
NoneExperience
Current
June 21, 2024 - Present
CARY STREET PARTNERS
Office #1: 2502 N. Rocky Point Drive Suite 180, Tampa, FL 33607RIA
CRD#: 128545
Tampa, FL
Current
June 19, 2024 - Present
CARY STREET PARTNERS
Office #1: 2502 N. Rocky Point Drive Suite 180, Tampa, FL 33607BD
CRD#: 128089
Tampa, FL
Past
February 17, 2021 - April 22, 2024
TRUIST ADVISORY SERVICES, INC.
RIA
CRD#: 283390
TAMPA, FL
Past
February 17, 2021 - April 22, 2024
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
TAMPA, FL
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
July 17, 2012 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
RIA
CRD#: 33856
TAMPA, FL
Past
June 15, 2012 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
BD
CRD#: 33856
TAMPA, FL
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".
CS
CARY STREET PARTNERS
CARY STREET PARTNERS | WAYPOINT ADVISORS | VIKING WEALTH ADVISERS | CARY STREET PARTNERS INVESTMENT ADVISORY, LLC | CARY STREET PARTNERS INVESTMENT ADVISORY LLC
CRD#: 128545 / SEC#: 801-64239
RIA
Registered Investment Advisory firm - (8/12/2005 Approved)Virginia
Registered Investment Advisory firm - (3/2/2007 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/19/2024)
RR
California(6/19/2024)
RR
Connecticut(6/19/2024)
RR
Florida(6/19/2024)
IAR
Florida(6/21/2024)
RR
Georgia(6/19/2024)
RR
Illinois(6/19/2024)
RR
Indiana(6/19/2024)
RR
Kansas(6/19/2024)
RR
Maryland(10/22/2025)
RR
Massachusetts(6/19/2024)
RR
Mississippi(6/19/2024)
RR
Missouri(6/19/2024)
RR
Nevada(6/19/2024)
RR
New Jersey(6/19/2024)
RR
New Mexico(6/19/2024)
RR
New York(6/19/2024)
RR
North Carolina(6/19/2024)
IAR
North Carolina(7/10/2024)
RR
Ohio(6/20/2024)
RR
Pennsylvania(6/19/2024)
RR
South Carolina(6/19/2024)
RR
Tennessee(6/19/2024)
RR
Texas(6/19/2024)
RR
Virginia(6/19/2024)
RR
Washington(6/19/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CS
CARY STREET PARTNERS
CARY STREET PARTNERS | WAYPOINT ADVISORS | VIKING WEALTH ADVISERS | CARY STREET PARTNERS INVESTMENT ADVISORY, LLC | CARY STREET PARTNERS INVESTMENT ADVISORY LLC
CRD#: 128545 / SEC#: 801-64239
RIA
Registered Investment Advisory firm - (8/12/2005 Approved)Virginia
Registered Investment Advisory firm - (3/2/2007 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
901 East Byrd Street Suite 1001, Richmond, VA 23219
Mailing Address
Phone number
(804) 340-8100
Established
Firm type
Fiscal year end
# of Employees
166
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 13,853 |
| AUM (Assets Under Management) | $ 8,263,891,736 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/22/2024 | ||
| 07/25/2023 | ||
| 01/27/2023 |
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
CARY STREET PARTNERS
CRD#: 128545Tampa, FL 33607TRUST BUT VERIFY
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