Anthony Nardi
Kingswood US
800 Westchester Ave Ste N-641
126 E 56th St, New York, NY 10022
Rye Brook, NY 10573
6463026333
About Kingswood US
Kingswood provides tailored financial solutions, empowering you to navigate your financial journey with confidence and peace of mind. We offer estate planning (to protect your legacy, retirement planning for a secure future, and education planning for your children's needs.
See Disclosures
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
10
Number of Years with Current Firm
3
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
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
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
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1892610/rothira-Kingswood-US-detailed-disclosure.html