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Nicholas Patrick Pardini

Spearhead Advisors, LLC

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About Nicholas Patrick Pardini

Nicholas Pardini is an investment advisor representative registered in California. Nicholas Pardini currently works for Spearhead Advisors, LLC and Elevate Wealth Advisors, LLC, both of which are located in Newport Beach, CA. Nicholas Pardini is a Series 65 licensed professional with a passing score on the Uniform Investment Adviser Law Examination. Nicholas Pardini has been in the industry since November 2017. Nicholas Pardini has previous experience with Davos Investment Research, Parallax Volatility Advisors, and is currently working for Spearhead Advisors, LLC, and Elevate Wealth Advisors, LLC. Nicholas Pardini's specializations include Portfolio Management for Individuals.

Firm Information

Nicholas Pardini is currently registered with Spearhead Advisors, LLC. Spearhead Advisors, LLC is an investment advisor based in [Main Office Location], with approximately $12,526,201 in regulatory assets under management. The firm provides portfolio management for individuals and corporations. They have 52 accounts and serve a diverse range of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.

$12.53M

Assets Under Management

Not reported

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Nicholas Pardini’s Registration & Firm History

CA

11/02/2021 - Present

Spearhead Advisors, LLC (Newport Beach CA)

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Licenses & Designations

IA

Issued 10/12/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Patrick Pardini.
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