AA
AA

Allison Nicole Ardingo

8 Years of Experience
Broker
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

200 E Big Beaver, Ste 102, Troy, MI, 48083

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Allison works as an associate wealth coordinator for G&P Financial, supporting wealth advisors and handling administrative tasks. This activity takes about half of Allison's time.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
Osaic Advisory Services, LLC
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Triad Advisors LLCBroker
June 2023 - August 2024 · 1 yr 2 mos
Cetera Advisors LLCBroker
September 2022 - June 2023 · 9 mos
Cetera Investment Advisers LLC
August 2022 - June 2023 · 10 mos
First Allied Securities, INC.Broker
February 2022 - September 2022 · 7 mos
J.P. Morgan Securities LLC
September 2017 - January 2022 · 4 yrs 4 mos
J.P. Morgan Securities LLCBroker
August 2017 - January 2022 · 4 yrs 5 mos
State Registrations1 state
MI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.