Tunde Nagy

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2007 → 04/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 04/2017 → 06/2018
  Wells Fargo Clearing Services, Llc
  Summit, NJ
• 10/2018 → 12/2018
  Taylor Financial Group, Llc/Carson Group/Cetera Advisor Networks
  Franklin Lakes, NJ
• 06/2018 → 10/2018
  Unemployed
  Rochelle Park, NJ
• 12/2018 → 04/2020
  Oppenheimer & Co. Inc
  Saddle Brook, NJ
• 04/2020 → 07/2026
  Ubs Financial Services Inc.
  Paramus, NJ
• 07/2026 → Present
  Edward Jones
  St Louis, MO

Previous Registrations

• 2020-04-16 → 2026-07-09
  Ubs Financial Services Inc.
  Paramus, NJ
  St. Petersburg, FL
  Parrish, FL
• 2018-12-12 → 2020-04-17
  Oppenheimer & Co. Inc.
  Saddle Brook, NJ
• 2018-11-09 → 2018-12-06
  Cwm, Llc
  Franklin Lakes, NJ
• 2017-04-17 → 2018-06-05
  Wells Fargo Clearing Services, Llc
  Short Hills, NJ
  Paramus, NJ
• 2013-08-02 → 2017-04-17
  Morgan Stanley
  Little Falls, NJ
  Jersey City, NJ
  Marlton, NJ

Exams

• S66 Uniform Combined State Law Examination
  2013-07-26