Elizabeth P. Nardini
Professional summary
Elizabeth Paisley Nardini, who also goes by Paisley Nardini, is a registered financial advisor currently at SIMPLIFY ASSET MANAGEMENT INC. located in Dana Point, California.
Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Elizabeth has worked at 4 firms and has passed the Series 63, Series 3, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth Paisley Nardini's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 2, 2024 - Present
SIMPLIFY ASSET MANAGEMENT INC.
January 22, 2024 - July 22, 2024
INVESCO DISTRIBUTORS, INC.
March 27, 2017 - December 22, 2017
TARBOX FAMILY OFFICE, INC.
January 12, 2015 - March 10, 2017
PIMCO INVESTMENTS LLC
Primary Firm SEC Registration
SIMPLIFY ASSET MANAGEMENT INC.
CRD#: 309535 / SEC#: 801-119255
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/2/2024)
(10/24/2024)
Exams
Series 7TO
Date: 1/19/2024
General Securities Representative ExaminationCurrent Firm
SIMPLIFY ASSET MANAGEMENT INC.
CRD#: 309535 / SEC#: 801-119255
Contact information
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 36 |
| AUM (Assets Under Management) | $ 9,635,489,613 |
Red Flags
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