Justin
Nardo

Tiaa-Cref Individual & Institutional Services, LLC

CRD#5607324
Investment Advisor
in Tempe, AZ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Justin Nardo is a financial advisor in Tempe, Arizona. Currently an advisor with Tiaa-Cref Individual & Institutional Services, LLC, Nardo has 10 years of work experience in the financial advisory industry. Nardo has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Nardo can advise customers based out of Arizona. Throughout their career, they have worked at The Vanguard Group, Inc, United States Army Reserves, Usaa Financial Advisors Inc, Usaa Financial Planning Services, Next Financial Group Inc, Pacwest Financial Management, Inc, Fidelity Brokerage Services LLC, Arizona State University, Tiaa-Cref Individual & Institutional Services, LLC and Strategic Advisers, Inc. Tiaa-Cref Individual & Institutional Services, LLC is headquartered in Tempe, Arizona, and operates out of 153 other offices throughout the country. In total, Tiaa-Cref Individual & Institutional Services, LLC manages $26 billion in assets throughout 64,735 accounts and employs more than 1,991 people. The amount of assets the firm manages makes it one of the biggest firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 62% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Tiaa-Cref Individual & Institutional Services, LLC provides financial planning services and portfolio management for individuals and small businesses. The firm's fees may include asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

222 South Mill Avenue Suite 141
Tempe, AZ 85281

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$25,183,075,928

AZ Average: $7,464,549,021
Total Number of Employees

1,988

AZ Average: 88
Total Number of Accounts

69,021

AZ Average: 3,892
Average Account Size

$364,861

AZ Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Justin Nardo Work History

Justin has 10 years of experience.

2017 - Present (2 years)

Tiaa-Cref Individual & Institutional Services, LLC

2017 - Present (2 years)

Tiaa

2014 - 2017 (3 years)

Fidelity Brokerage Services LLC

2014 - 2017 (3 years)

Strategic Advisers, Inc

2013 - 2014 (1 year)

Pacwest Financial Management, Inc

2012 - 2012 (< 1 year)

Next Financial Group Inc

2012 - 2014 (2 years)

Arizona State University

2010 - 2012 (2 years)

Usaa Financial Advisors Inc

2010 - 2012 (2 years)

Usaa Financial Planning Services

2008 - 2010 (2 years)

The Vanguard Group, Inc

2008 - 2009 (1 year)

United States Army Reserves

Disclosures

Justin Nardo has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Advice And Planning Services

Kelsey Summers
Ames, IA
Jonathan Moyer
Buffalo, NY
Michael Perin
Lewisville, TX
Mark Durrenberger
Evanston, IL
William Gibson
Lewisville, TX
Sam Titus
Williston, VT
Aaron Moberg
Ames, IA
Thomas Davis
Hamden, CT

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started