Jeffrey Paul Nizzardo
Investment adviser representative at Advisors Asset Management, Inc.
25 yearsExperience
1 stateRegistered in
$2.2BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
25 years in the industry.
- Advisors Asset Management, Inc.Sep 2026 to now
- Wells Fargo Clearing Services, LLCMay 2023 to Aug 2026
- Eaton Vance ManagementAug 2017 to May 2023
- Allianz Global Investors U.S. LLCJan 2013 to Aug 2017
- Allianz Global Investors Distributors LLCFeb 2001 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (TN).
Advisors Asset Management, Inc.
$2.2BAssets managed
1,505Clients
127Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4359313
- Firm CRD
- 46727