Colin D Nardi

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-07-13
CT	RA	APPROVED	2022-06-24

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Bank Of America, N.A.	Boston	MA	05/2026	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Boston	MA	11/2021	Present
Cnh Finance	New Canaan	CT	06/2021	10/2021
Kick Global	Barcelona		08/2019	12/2019
Freshdirect	Bronx	NY	06/2018	08/2018
Providence College	Providence	RI	08/2017	05/2021
Kumon Learning Center	Darien	CT	04/2017	08/2017
Education	New Canaan	CT	01/2011	04/2017
D'ADdario Nissan	Shelton	CT	05/2019	08/2019
Rings End	Darien	CT	06/2017	06/2017
Raj Wine	New Canaan	CT	06/2020	08/2020

05/2026 → Present

Bank Of America, N.A.

Boston, MA
11/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Boston, MA
06/2021 → 10/2021

Cnh Finance

New Canaan, CT
08/2019 → 12/2019

Kick Global

Barcelona
06/2018 → 08/2018

Freshdirect

Bronx, NY
08/2017 → 05/2021

Providence College

Providence, RI
04/2017 → 08/2017

Kumon Learning Center

Darien, CT
01/2011 → 04/2017

Education

New Canaan, CT
05/2019 → 08/2019

D'ADdario Nissan

Shelton, CT
06/2017 → 06/2017

Rings End

Darien, CT
06/2020 → 08/2020

Raj Wine

New Canaan, CT

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-06-23

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