Douglas NardiCRD 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.
Waddell & Reed
Forum Financial Management, LP
|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|
Total Assets Under Management19,658MILLIONS
Total Number of Accounts2,822ACCOUNTS
Average Account Value$6,965,879
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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
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