JAMES P NALDI is an investment adviser representative (IAR) with state registration records since 2005, appearing at 3 firms. Currently registered with VIRTUS INVESTMENT ADVISERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| VIRTUS INVESTMENT ADVISERS, LLC | 2024-06-21 | present | Yes |
| INDEPENDENT FINANCIAL GROUP, LLC | 2023-03-06 | 2024-05-31 | — |
| ALLIANZ GLOBAL INVESTORS MANAGED ACCOUNTS LLC | 2005-04-04 | 2007-08-17 | — |