Anthony Nardi

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About Anthony Nardi

Anthony Nardi is a seasoned financial professional with over a decade of experience helping individuals and families achieve financial clarity and success. As a CERTIFIED FINANCIAL PLANNER^® professional (CFP^®) and Certified Investment Management Analyst designee (CIMA^®), Anthony provides expert guidance tailored to each client's unique investment and financial planning needs. His approach emphasizes creating effective financial plans that maximize tax efficiency, align with individual risk tolerance, and prioritize long-term growth. Known for simplifying complex financial topics, Anthony empowers clients to make confident, informed decisions about their financial futures.

Anthony's value lies in his ability to deliver customized strategies that adapt to life stages and goals, whether for retirement, wealth transfer, or financial independence. He prioritizes tax efficiency by leveraging investments and strategies to minimize tax impacts while aligning portfolios with clients' risk tolerance for stability and growth. As an independent Registered Investment Advisor (RIA), Anthony provides unbiased advice and access to high-quality tools, offering flexibility often unavailable at larger firms. With advanced designations and over 10 years of experience, Anthony's proven expertise enables him to navigate market complexities and deliver results in any economic environment.

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General Information

Firm Start Year

2010

CRD#

6316932

Firm CRD#

288898

Insurance License#

LA-17509294

States Licensed in

NY, NJ, CT, PA, FL, MD, NC, SC, VA, WA, MD, DE, CA, AZ, NV, NH

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Anthony Nardi has over a decade of experience in the financial services industry, specializing in helping individuals and families achieve their financial goals through personalized, holistic investment management and financial planning. With a strong foundation built at top-tier institutions like JPMorgan, LPL Financial, and National Securities Corporation, Anthony now serves as a Partner and Private Wealth Manager at Kingswood Wealth Advisors. His expertise lies in delivering tailored, goals-based strategies that prioritize tax efficiency, risk alignment, and long-term growth. Supported by leading clearing services such as Charles Schwab and RBC, Anthony ensures that his clients receive world-class solutions and peace of mind in managing their wealth.

Timeline of Work Experience: Kingswood Wealth Advisors (Partner, Private Wealth Manager): 2021 - Present

LPL Financial (Financial Advisor): 2019 - 2021

JPMorgan (Financial Advisor): 2015 - 2019

National Securities Corporation (Financial Advisor): 2014 - 2015

Work with the following types of clients

Businesses, Non-Profit Organizations, Individual Investors, Investment Clubs

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CIMA^®

Securities Licenses

Series 7, Series 63, Series 66

Insurance and Annuity Licenses

Long Term Care, Annuity, Variable Annuity, Life, Health, Variable Life

Firm Information

Assets Managed by Advisor

86000000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

250,000

Compensation Methods

Commissions, Based on Assets

Additional Details on Charges

Anthony Nardis fee structure is designed to align with the level of service and support each client receives, ensuring transparency and value. Fees are tiered based on the size of the clients portfolio and the specific services provided. These services can include comprehensive financial planning, quarterly review meetings, and portfolio updates conducted at varying frequencies depending on the clients needs and preferences.

For smaller balances or basic services, the fee structure is focused on maintaining efficient management at competitive rates. For larger balances or clients who require more in-depth planning and frequent communication, fees are adjusted to reflect the additional time and resources dedicated to delivering tailored advice. This flexible approach ensures that every client receives a customized experience that supports their unique financial goals.

Education

Bachelor's Degree - FINANCE

ST THOMAS AQUINAS COLLEGE
09/01/2009 -09/01/2013

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892610/paladinregistry-Kingswood-US-detailed-disclosure.html

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Paladin Research Report For:

Kingswood US