Douglas Nardi, financial advisor Chicago IL
103 score

Douglas Nardi

CRD Number: 1511007
Current Firm: Hpm 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
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Professional Designations
Company Name Location Dates Years
HPM Partners LLC Chicago, IL Apr 2010 - Current 8
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: (312) 715-3803
Advisor Website: http://hpmpartners.com
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    7,433
    MILLIONS
  • Total Number of Accounts
    1,439
    ACCOUNTS
  • Average Account Value
    $5,165,693
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

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

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BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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