Douglas Nardi, financial advisor Chicago IL

Douglas Nardi

CRD Number: 1511007
Current Firm: Cerity Partners LLC

Douglas Nardi is a registered investment advisor experienced in serving complex client relationships.  Doug has over 28 years of experience working with sophisticated clients on unique wealth issues.

 

In addition to his client responsibilities, Doug chairs the firm’s Asset Allocation Committee, works on investment strategy and directs the firms external debt strategies. Prior to becoming the leader of the Investment Advisory practice, Doug served as Chief Investment Officer at HPM Partners.

CONTACT
Similar Advisors
Allen Kutchins, financial advisor Chicago IL
Allen I. Kutchins
CRD# 4478796
Krd Financial
Similar Advisors
Daniel Lockwood, financial advisor Chicago IL
Daniel A. Lockwood
CRD# 3080178
Waddell & Reed
Similar Advisors
Jonathan Rogers, financial advisor Chicago IL
Jonathan M. Rogers
CRD# 5307693
Forum Financial Management, LP
Professional Designations
Company Name Location Dates Years
HPM Partners LLC Chicago, IL Apr 2010 - Current 9
Legg Mason Investment Counsel, LLC Chicago, IL Jan 2005 - Mar 2010 5
Scudder, Stevens & Clark Chicago, IL Jan 1999 - Dec 2004 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Jun 1998
Contact Info for Douglas C. Nardi
Phone Number: 212-850-4260
Advisor Website: http://hpmpartners.com
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    19,658
    MILLIONS
  • Total Number of Accounts
    2,822
    ACCOUNTS
  • Average Account Value
    $6,965,879
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, PA, TN, TX, VA, WA, WI, WY

Ready to hire a financial advisor? Get competitive proposals from Douglas Nardi and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.