Paul Gareth Nacario
Investment Adviser Representative at Creative Planning Institutional Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Paul Gareth Nacario is an investment adviser representative in Scottsdale, AZ, currently registered with Creative Planning and Creative Planning Institutional Advisors, LLC. They have worked in the securities industry since 1994 and have been registered with 6 firms, including Innovest Portfolio Solutions LLC and ICMA Retirement Corporation. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Arizona.
Registrations & licenses
- Investment adviser:
- Arizona
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- ICMA Retirement CorporationFeb 2015 – Feb 2018Washington, DC
- Innovest Portfolio Solutions, LLCJul 2018 – Apr 2025Scottsdale, AZ
- Creative Planning, LLCApr 2025 – no end date reportedOverland Park, KS
- UnemployedFeb 2018 – Jul 2018Scottsdale, AZ
- Creative Planning Institutional Advisors, LLCJan 2026 – no end date reportedNewport Beach, CA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Creative Planning Institutional Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 98
- Offices listed on AdvisorFinder:
- 32
- Main office:
- Newport Beach, CA
- SEC file number:
- 801-64265
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 25, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Paul Gareth Nacario 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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