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Andrew Eugene Nelson

PT Asset Management, LLC

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About Andrew Eugene Nelson

Andrew Eugene Nelson is an investment advisor representative who has been in the industry since August 1993. Andrew Eugene Nelson currently works for PT Asset Management, LLC and is licensed in Illinois. Andrew Eugene Nelson has experience with the following product types: Investment Company Products/Variable Contracts, General Securities Representative and Securities Industry Essentials. Andrew Eugene Nelson has previously worked at Destra Capital Investments LLC, Deutsche AM Distributors, Inc., Pioneer Funds Distributor, Inc. and Putnam Retail Management Limited Partnership.

Firm Information

Andrew Nelson is currently registered with PT Asset Management, LLC. PT Asset Management, LLC, is a Chicago, IL based firm with a focus on investment advisory services. They manage approximately $7.00 billion in regulatory assets under management for 5 clients, primarily investment companies. The firm also offers portfolio management for businesses and individuals.
PT Asset Management, LLC

500 W. MADISON STREET

CHICAGO, IL 60661

$7.00B

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Nelson’s Registration & Firm History

IL

10/15/2018 - Present

PT Asset Management, LLC (CHICAGO IL)

MT

08/10/2017 - 10/19/2018

DESTRA CAPITAL INVESTMENTS LLC (BOZEMAN MT)

IL

05/28/2003 - 01/04/2017

DEUTSCHE AM DISTRIBUTORS, INC. (CHICAGO IL)

MA

04/17/2002 - 05/06/2003

PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)

MA

12/17/1992 - 04/01/2002

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

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Licenses & Designations

IA

Issued 06/25/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/03/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/2006

Series 7 - General Securities Representative Examination

BC

Issued 12/15/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Andrew Eugene Nelson.
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