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Elizabeth Paisley Nardini

Investment Adviser Representative at SIMPLIFY ASSET MANAGEMENT INC.

Dana Point, CACRD #6423666Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Elizabeth Paisley Nardini has worked in the securities industry since 2021. They have passed the Series 63, 7, and 3 examinations.

Registrations & licenses

Registration type
Dual-registered
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 6/29/2015
Series 3
National Commodity Futures Examination
Passed 2/27/2025
Series 7
General Securities Representative Examination
Passed 1/19/2024
SIE
Securities Industry Essentials Examination
Passed 3/10/2017
Series 7
General Securities Representative Examination
Passed 1/12/2015

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Simplify Asset Management Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SIMPLIFY ASSET MANAGEMENT INC.Current
10/2/2024 – Dana Point, CA
TARBOX FAMILY OFFICE, INC.
3/27/2017 – 12/22/2017Newport Beach, CA

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at SIMPLIFY ASSET MANAGEMENT INC.

4 other advisors in the directory

View SIMPLIFY ASSET MANAGEMENT INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Elizabeth Paisley Nardini has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Elizabeth Paisley Nardini - Financial Advisor in Dana Point, CA | AdvisorFinder