Nardis Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Nardis serves individual clients (including high‑net‑worth individuals), pension and profit‑sharing plans, and charitable organizations with discretionary and non‑discretionary portfolio management, consulting, and third‑party manager selection. Its investment work spans ETFs, individual equity and fixed‑income securities, alternative investments, private placements, and advice or implementation related to digital assets and retirement product allocations.
The firm constructs individualized Investment Policy Statements and generally implements portfolios using fundamental analysis, diversified asset allocation across defined asset classes, and a mix of long‑ and short‑term trading, with margin strategies available in eligible accounts. Ongoing monitoring and periodic reviews are supplemented by the use of third‑party model portfolios and the option to engage independent managers for portions of client assets.
Notably for a firm of its size, Nardis maintains multiple offices and a material non‑U.S. client practice supported by registration with a foreign securities regulator and a formal sub‑advisory arrangement to service non‑U.S. domiciled clients. It also offers services that are less common among peers — including proprietary socially responsible model portfolios, consulting engagements that can include expert testimony, and advisory access to private placements and digital‑asset strategies.
Client services
Expertise
Fee options
Fixed fees charged for consulting services; flat fees between $10,000 to $20,000 monthly for retainer clients
$0 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.90% $5,000,000 - $10,000,000: 0.75% $10,000,000+: Negotiable
$625 to $1,050 per hour
Retainer fees generally charged between $10,000 to $20,000 monthly
Account minimum: $800,000 Minimum fee: $8,000 per year in advisory fees Fee-only: Hourly fees between $625 and $1,050 per hour; Fixed fees generally charged; Retainer fees between $10,000 to $20,000 monthly
Main office
See officeWaterford MI
Advisors at this office
1
Most active in
Michigan · New Jersey · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Quick links
Advisors at this firm
Gail W
New Rochelle, NY
Nardis Advisors LLC
Gail Wiesenfeld is a financial advisor at Nardis Advisors LLC in New Rochelle, NY, with 10 years of industry experience. She has been with Nardis Advisors since 2013. Nardis Advisors serves individuals, pension and profit-sharing plans, and charitable organizations with discretionary and non-discretionary portfolio management, third-party manager selection, and consulting. The firm offers customized portfolios across multiple asset classes, including socially responsible investment options, and maintains a cross-border operating posture with multiple offices and formal arrangements with non-U.S.-registered subadvisers.
Norman C
CFA®, Series 66
Remote
Nardis Advisors LLC
Norman Chait is a CFA® charterholder and holds a Series 66 license, with 14 years of industry experience. He has worked at Nardis Advisors LLC since 2009. Outside of his role at Nardis Advisors, he serves as a registered Israeli portfolio manager for Marathon Wealth Management, spending less than one hour per week during securities trading hours. Nardis Advisors serves individuals, pension and profit-sharing plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, third-party manager selection, and consulting. The firm operates across multiple asset classes and maintains a cross-border presence with offices outside the United States, serving a significant number of non-U.S.-domiciled clients.
Shiran B
Series 65
Remote
Nardis Advisors LLC
Shiran Bolganim is a Series 65-licensed financial advisor at Nardis Advisors LLC with six years of industry experience. His work history includes roles at Altshuler Shaham Owl L.P. and managing investment-related activities through his own entities based in Tel Aviv, Israel. Bolganim is involved in investment management and serves as managing partner and general manager for private investment funds. Nardis Advisors LLC serves individual clients, pension and profit-sharing plans, and charitable organizations with portfolio management, consulting, and third-party manager selection. The firm employs fundamental analysis and diversified asset allocation across multiple asset classes, offering a range of investment strategies including socially responsible portfolios and access to private placements and digital assets.
Michael R
Series 65
Waterford, MI
Nardis Advisors LLC
Michael Reed is a financial advisor at Nardis Advisors LLC with 13 years of industry experience. He holds a Series 65 designation and has worked previously at Fisher Investments, Personal Capital Advisors, and Mainstay Capital Management. Nardis Advisors serves individuals, pension and profit-sharing plans, and charitable organizations by providing discretionary and non-discretionary portfolio management, third-party manager selection, and consulting. The firm customizes portfolios across multiple asset classes, offers socially responsible investment options, and maintains a cross-border operating posture with offices in multiple locations and a notable client base outside the United States.
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