Nancy R Derusso
Investment adviser representative at Guardian Wealth Partners, LLC
26 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$191.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Guardian Wealth Partners, LLCSep 2026 to now
- Guardian Life Insurance Company of AmericaAug 2026 to now
- Park Avenue SecuritiesAug 2026 to now
- Goldman Sachs & Co. LLCJan 2021 to May 2026
- Mercer Allied Company/the Ayco Company, L.P.Aug 2000 to Jan 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 3 states (CA, NJ, NY).
Guardian Wealth Partners, LLC
$191.4MAssets managed
402Clients
16Advisers
6 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
- 4412231
- Firm CRD
- 310203