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Advisors / Connecticut / South Windsor
23yrs

Christopher Nardone

Financial advisor at Osaic Institutions

South Windsor, CT 06074Fiduciary advisor
Call the officeDirections

At a glance

Experience23 years (since 2003)
How that compares ?More experience than 68% of advisors nationwide
Office1751 Ellington Rd, South Windsor, CT 06074
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state

Services through Osaic Institutions

Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination

Career

  1. 2015 – now
    Osaic Institutions, Inc.Current firm
  2. 2010 – 2015
    LPL Financial LLCPreviously
  3. Sep 2008 – May 2010
    PNC Wealth Management LLCPreviously
  4. Jun 2008 – Sep 2008
    Raymond James Financial Services, Inc.Previously
  5. Apr 2008 – Jun 2008
    Cetera Investment Services LLCPreviously

Questions to ask Christopher

Tailored to Christopher’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Christopher

How do I contact Christopher?

Call Osaic Institutions at 203-599-6000 and ask for Christopher Nardone. Christopher works from the South Windsor, CT office.

How long has Christopher been a financial advisor?

Christopher has been in the industry since 2003, about 23 years. More experience than 68% of advisors nationwide.

What licenses does Christopher hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Christopher a fiduciary?

Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Christopher paid?

Osaic Institutions reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Christopher for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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