Nancy Mara Eiden

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 02/2018
  Invest Financial Corporation
  Basking Ridge, NJ
• 04/2015 → 07/2018
  Affinity Federal Credit Union
  Basking Ridge, NJ
• 05/2014 → Present
  Mediterranean Advisors, Llc
  Closter, NJ
• 02/2018 → Present
  Lpl Financial Llc
  Fort Lee, NJ

Previous Registrations

• 2015-04-15 → 2018-02-15
  Invest Financial Corporation
  Basking Ridge, NJ
  Appleton, WI
  Bardonia, NY
  Stony Point, NY
  Dover, NJ

Other Businesses

1. 10/15/2018 - MEDITERRANEAN ADVISORS LLC DBA NEI FINANCIAL ADVISORY SERVICES - DBA: NEI Financial Advisory Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Managing Member - Start Date: 05/05/2014 - 80 Hours Per Month/5 Hours During Securities Trading. 2. 10/15/2018 - NEI Financial Advisory Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/01/2018 - 80 Hours Per Month/8 Hours During Securities Trading. 3. 10/30/2018 - MEDITERRANEAN ADVISORS LLC - Investment Related - 10 Blackledge Court, Closter NJ 07624 - Business Entity For Tax/Investment Purposes Only - Started 05/01/2014 - 20 Hours Per Month/5 Hours During Securities Trading. 4. 11/28/2018 - Mediterranean Advisors LLC - Investment Related - Offsite, on premises of the client. - Other-strategic planning consulting-retail bank - Started 10/22/2018 - 5 Hours Per Month/1 Hour During Securities Trading. 5. 11/27/2020 - River Ridge Financial Advisory Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 11/9/2020 - 4 Hours Per Month/0 Hours During Securities Trading. 6. 01/24/2022 - First Step Alliance - Not Investment Related - Home Based - Outside/W-2 Employment - Start Date: 01/24/2022 - 5 Hours Per Month/0 Hours During Securities Trading - Website development, content creation for social media, and industry research for non-profit organization.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-05-21
• S63 Uniform Securities Agent State Law Examination
  2001-03-22

Other Names

• Nancy Mara Teamkin
• Nancy Rubizhevsky