Damian
Pardo

First Horizon Advisors, Inc

CRD#4224312
Investment Advisor
in Miami, FL

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About this Advisor

Damian Pardo is a certified financial planner based in Miami, Florida who has 2 years of industry experience. Pardo works at First Horizon Advisors, Inc. Their career trajectory has included roles at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association and First Horizon. Pardo holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Florida. First Horizon Advisors, Inc is an advisory business operating out of Memphis, TN. It has offices in 69 locations and a total of 224 advisors. It has $11 billion in assets among its 9,360 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 54 charitable organizations. Of its 9,360 client accounts, just 10% are associated with high-net-worth investors who have greater than $1 million in investable assets. The business offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees typically are based on which services are provided. However, fee types billed by First Horizon Advisors, Inc likely include asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

One Alhambra Plaza Suite 800
Miami, FL 33134

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First Horizon Advisors, Inc Brokerage Details

Total Assets Under Management

$11,300,952,063

FL Average: $730,596,643
Total Number of Employees

224

FL Average: 15
Total Number of Accounts

9,360

FL Average: 968
Average Account Size

$1,207,367

FL Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Damian Pardo Work History

Damian has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

First Horizon

2015 - 2021 (6 years)

Morgan Stanley Private Bank, National Association

2012 - 2021 (9 years)

Morgan Stanley Smith Barney

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Damian Pardo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at First Horizon Advisors, Inc

Carol Yochem
Nashville, TN
Tyler Hicks
Germantown, TN
Natalie Chamoun
Memphis, TN
Tina Bodnar
Ponte Vedra Beach, FL
Nathan Green
Orlando, FL
Filippo Feoli
New Orleans, LA
Jonathan Miles
Sarasota, FL
Joseph Nored
Memphis, TN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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