AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
TD

Thierry M. Di Nallo

GUARDIAN PARTNERS
TORONTO, ONTARIO, M5L 1E8
Some features on this profile are disabled
CRD#: 6971724
TD

Professional summary


Thierry Michael Di Nallo is a registered financial advisor currently at GUARDIAN PARTNERS INC. .

Thierry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Thierry has worked at 2 firms .

top-8-questions

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 advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Thierry Michael Di Nallo'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

Experience


Current

January 23, 2025 - Present

GUARDIAN PARTNERS INC.

Office #1: Commerce Court West 199 Bay Street, Suite 2700, Toronto, Ontario, M5L 1E8
RIA
CRD#: 324189
TORONTO, ONTARIO,
Past

June 27, 2018 - January 30, 2025

GUARDIAN CAPITAL ADVISORS LP

RIA
CRD#: 109840
TORONTO ONTARIO,

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".
GP
GUARDIAN PARTNERS INC.
GUARDIAN PARTNERS INC.

CRD#: 324189 / SEC#: 801-131497

RIA
Registered Investment Advisory firm - (11/21/2024 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
Texas
(1/23/2025)

Exams


Current Firm


GP
GUARDIAN PARTNERS INC.
GUARDIAN PARTNERS INC.

CRD#: 324189 / SEC#: 801-131497

RIA
Registered Investment Advisory firm - (11/21/2024 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Commerce Court West 199 Bay Street, Suite 2700, Toronto, Ontario, M5L 1E8
Mailing Address
Phone number
(416) 840-8001
Established
Firm type
Fiscal year end
# of Employees
59

SEC notice filing (2 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

FORM ADV PART 2A - GPI (3/31/2025)

Regulatory assets under management


Total Number of Accounts3,542
AUM (Assets Under Management)$ 2,931,518,190

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


GUARDIAN PARTNERS INC.

CRD#: 324189Toronto, Ontario, M5L 1E8

TRUST BUT VERIFY

Monitor Thierry Di Nallo

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Michael C Gimlin Jr.
Michael GimlinAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Williamsville, NY
David W Smith
David SmithAdvisorCheck Check Mark
FALCON WEALTH PLANNING, INC.
PR
ONTARIO, CA
Isaiah Symeonides
Isaiah SymeonidesAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
PR
NEW YORK, NY
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics