Tracey Melissa Rinaldi
Investment adviser representative at Nerdwallet Wealth Partners, LLC
12 yearsExperience
1 stateRegistered in
$262.8MFirm assets
1 yearFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Nerdwallet Wealth Partners, LLCAug 2025 to now
- Capital Group Private Client ServicesApr 2014 to Jun 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Nerdwallet Wealth Partners, LLC
$262.8MAssets managed
694Clients
17Advisers
1 yearIn 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
- 5291514
- Firm CRD
- 337328