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Gregg Justin Nardone

SUMMIT PARTNERS CREDIT ADVISORS, L.P.·BOSTON, Massachusetts
Clean recordSUMMIT PARTNERS CREDIT ADVISORS, L.P.
222 BERKELEY STREET, BOSTON, MA 02116CRD# 2709017Firm CRD# 153195

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregg Justin Nardone · BOSTON, MA
Registration
CRD #2709017 · SUMMIT PARTNERS CREDIT ADVISORS, L.P.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Gregg Justin Nardone is a registered financial advisor based in BOSTON, Massachusetts, affiliated with SUMMIT PARTNERS CREDIT ADVISORS, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SUMMIT PARTNERS CREDIT ADVISORS, L.P.
SUMMIT PARTNERS CREDIT ADVISORS, L.P.
AUM
$815M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at SUMMIT PARTNERS CREDIT ADVISORS, L.P. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2709017
Firm CRD# 153195
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregg Justin Nardone offer?
Gregg Justin Nardone specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.
What are Gregg Justin Nardone's credentials?
Gregg Justin Nardone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregg Justin Nardone located?
Gregg Justin Nardone is based in BOSTON, Massachusetts, working with SUMMIT PARTNERS CREDIT ADVISORS, L.P.. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Gregg Justin Nardone charge for services?
Gregg Justin Nardone's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUMMIT PARTNERS CREDIT ADVISORS, L.P.?
SUMMIT PARTNERS CREDIT ADVISORS, L.P. has approximately 9 employees and manages $815M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SUMMIT PARTNERS CREDIT ADVISORS, L.P.

Adam D Britt
BOSTON, MA
Robert M. Hassell
BOSTON, MA
Stephen Gilbert Woodsum
BOSTON, MA
Todd Dustin Hearle
BOSTON, MA
James Freeland
BOSTON, MA

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Research
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