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Nam Nguyen
WEALTH WARDEN PARTNERS
TAMPA, FL 33602
CRD#: 8197035
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Nam NguyenWEALTH WARDEN PARTNERS
Professional summary
Nam Nguyen is a registered financial advisor currently at WEALTH WARDEN PARTNERS located in Tampa, Florida.
Nam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Nam has worked at 1 firm and has passed the Series 65 and Series 3 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 advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Nam Nguyen'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
February 12, 2026 - Present
WEALTH WARDEN PARTNERS
Office #1: 663 N Franklin St. Ste 510, Tampa, FL 33602RIA
CRD#: 337835
TAMPA, FL
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
Florida(2/12/2026)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
WW
WEALTH WARDEN PARTNERS
WEALTH WARDEN LLC | WEALTH WARDEN PARTNERS
CRD#: 337835 / SEC#:
Florida
Registered Investment Advisory firm - (10/31/2025 Approved)Loading...
Contact information
Main Address
663 N Franklin St. Ste 510, Tampa, FL 33602
Mailing Address
Phone number
(813) 308-9761
Established
Firm type
Fiscal year end
# of Employees
2
0
Red Flags
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