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Mario Anthony Nardone

East BAY Investment Solutions

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About Mario Anthony Nardone

Mario Nardone is an investment advisor representative with East Bay Investment Solutions, located in CHARLESTON, SC. Mario has been in the industry since 1999. Mario holds Series 6, 7, and 63 licenses. Mario is also a Chartered Financial Analyst. Mario is currently registered with the state of South Carolina. Mario previously worked at VANGUARD MARKETING CORPORATION in MALVERN, PA. East Bay Investment Solutions provides investment advisory consulting services.

Firm Information

Mario Nardone is currently registered with East BAY Investment Solutions. East BAY Investment Solutions is an investment advisor based in California. They offer investment advisor consulting services and selection of other advisors. They primarily serve other investment advisors, with 26 clients.

Not reported

Assets Under Management

29

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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investment adviser consulting services

Investment adviser consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Mario Nardone’s Registration & Firm History

SC

01/30/2014 - Present

East BAY Investment Solutions (CHARLESTON SC)

PA

01/10/2007 - 01/22/2010

VANGUARD MARKETING CORPORATION (MALVERN PA)

PA

06/11/1999 - 01/04/2006

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BC

Issued 06/16/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/26/2007

Series 7 - General Securities Representative Examination

BC

Issued 06/10/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mario Anthony Nardone.
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