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Gennaro Nardelli

9 Years of Experience
North Haven, CT
Broker

Gennaro Nardelli is a registered investment advisor at Cetera Investment Advisers LLC, based in North Haven, CT, with 9 years of industry experience. Gennaro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

127 Washington Ave, 2nd Floor West, North Haven, CT, 06473

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Gennaro resells goods from online marketplaces, dedicating a few hours per week. He also operates under the DBA New View Wealth Management LLC for Cetera business.

Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2021 - Present · 4 yrs 10 mos
Cetera Investment Services LLCBroker
June 2019 - Present · 6 yrs 11 mos
Cetera Investment Services LLC
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Foresters Financial Services, INC.Broker
June 2016 - June 2019 · 3 yrs
State Registrations2 states
CTNY
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.
Gennaro Nardelli - Financial Advisor | TrueAdvisor