Unclaimed Profile

Mario Anthony Nardone

MORRIS FINANCIAL CONCEPTS, INC.·MOUNT PLEASANT, South Carolina

Series 6, Series 7, Series 63Clean record16 years registeredMORRIS FINANCIAL CONCEPTS, INC.

107 PITT STREET, MOUNT PLEASANT, SC 29464-5318CRD# 3223250Firm CRD# 114862

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mario Anthony Nardone · MOUNT PLEASANT, SC

Registration

CRD #3223250 · MORRIS FINANCIAL CONCEPTS, INC. · 16 years registered

Brand Profile

Not yet started

Career History

EAST BAY INVESTMENT SOLUTIONS

Jan 2014 – present

MORRIS FINANCIAL CONCEPTS, INC.

Feb 2010 – Aug 2013

MOUNT PLEASANT, SC

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Registration record

First registered · February 18, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MORRIS FINANCIAL CONCEPTS, INC.

CRD 114862 · SEC 801-60830

AUM

$408M

Regulatory assets under management

Employees

910 client accounts

Services offered by MORRIS FINANCIAL CONCEPTS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MORRIS FINANCIAL CONCEPTS, INC. →

Introduction

Speak with Mario

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Mario is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MOUNT PLEASANT?

Browse all registered financial advisors in MOUNT PLEASANT, South Carolina or claim this profile if it's yours.

Browse MOUNT PLEASANT Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Mario Anthony Nardone offer?

Mario Anthony Nardone specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MOUNT PLEASANT, South Carolina for a consultation.

What are Mario Anthony Nardone's credentials?

Mario Anthony Nardone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mario Anthony Nardone located?

Mario Anthony Nardone is based in MOUNT PLEASANT, South Carolina, working with MORRIS FINANCIAL CONCEPTS, INC.. Their office serves clients in the MOUNT PLEASANT metropolitan area and surrounding communities.

How does Mario Anthony Nardone charge for services?

Mario Anthony Nardone's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MORRIS FINANCIAL CONCEPTS, INC.?

MORRIS FINANCIAL CONCEPTS, INC. has approximately 10 employees and manages $408M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →