TN
TN
Tommaso Nardo
20 Years of Experience
New York, NY
1 DisclosureBroker
Tommaso Nardo is a registered investment advisor at J.P. Morgan Securities LLC, based in New York, NY, with 20 years of industry experience. Tommaso is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 1,246,646 clients with $430B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
14260 advisors
Number of Clients
1,246,646 clients
Average Client Portfolio
$345K average
Assets Under Management
$429.7B
Fee Structure
Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.60% |
| $250K+ | 0.50% |
Clients with $1,000,000 or more as of May 31, 2024, continue to pay 0.40%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
270 Park Avenue, 22nd and 23rd floors, New York, NY, 10017
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2009Closed-No Action
Employment History
Current Registrations
J.P. Morgan Securities LLCBroker
September 2024 - Present · 2 yrs 1 mo
J.P. Morgan Securities LLC
September 2024 - Present · 2 yrs 1 mo
Previous Registrations
LPL Financial LLCBroker
July 2023 - September 2024 · 1 yr 2 mos
LPL Financial LLC
July 2023 - September 2024 · 1 yr 2 mos
Bancwest Investment Services, INC. (bwis)
February 2018 - July 2023 · 5 yrs 5 mos
Bancwest Investment Services, INC.Broker
February 2018 - July 2023 · 5 yrs 5 mos
Oppenheimer & CO. INC.
December 2015 - February 2018 · 2 yrs 2 mos
Oppenheimer & CO. INC.Broker
December 2015 - February 2018 · 2 yrs 2 mos
Maxim Group LLCBroker
January 2010 - January 2016 · 6 yrs
Chicago Investment Group, LLCBroker
January 2006 - February 2010 · 4 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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