Ricardo
Nazario
T.O.S. Advisors, LLC
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About this Advisor
Ricardo Nazario is a financial advisor who works out of Houston, Texas with 11 years of industry experience. Nazario is currently employed by T.O.S. Advisors, LLC. They have been employed by T.o.s. Advisors, Llc for their whole career. Nazario holds Series 63 and Series 66 licenses, certifying them as a securities broker, and can serve investors in Texas. T.O.S. Advisors, LLC is a financial advisory business that has its headquarters in Houston, TX. It handles $272 million in assets under management between its 356 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm provides financial advice to two charities and foundations. Of its 356 customer accounts, 85% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The company offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees usually vary depending on which services are provided. However, fee types charged by T.O.S. Advisors, LLC typically consist of fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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T.O.S. Advisors, LLC Brokerage Details
$272,308,596
3
356
$764,912
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Ricardo Nazario Work History
Ricardo has been registered as a financial advisor for 11 years.*
T.O.S. Advisors, LLC
*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 Ricardo Nazario 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 T.O.S. Advisors, LLC
Houston, TX
Houston, TX
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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