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Christopher Eldren pierce Nalley

CS Advisors Inc.

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About Christopher Eldren pierce Nalley

Christopher Nalley is a financial advisor with Scale Advisory Group, LLC. Christopher has been in the financial services industry since 2005. Christopher is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 24, Series 27, Series 55, and Series 63 securities licenses and the Series 66 uniform state law exam. Christopher has experience working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Christopher also owns and manages Scale Consulting Group, LLC, where he offers executive coaching, consulting, and financial planning for small to midsize independent business owners and professionals.

Firm Information

Christopher Nalley is currently registered with CS Advisors Inc.. CS Advisors Inc. is an investment advisor headquartered in [REDACTED]. With three investment adviser representatives, they manage a total of $95,089,129 in assets for 284 clients. Their advisory services include financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Their client base consists of individuals (high net worth and otherwise), corporations, and pension and profit sharing plans.

$95.09M

Assets Under Management

Not reported

Total Clients

3

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your 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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Christopher Nalley’s Registration & Firm History

FL

06/08/2020 - Present

CS Advisors Inc. (BOCA RATON FL)

FL

01/05/2010 - 02/27/2018

VARIANT TRADING INSTITUTIONAL GROUP, INC. (BOCA RATON FL)

FL

07/15/2008 - 08/22/2008

AXA ADVISORS, LLC (FT. LAUDERDALE FL)

FL

05/10/2005 - 06/30/2008

VARIANT TRADING INSTITUTIONAL GROUP, INC. (BOCA RATON FL)

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Licenses & Designations

BOTH

Issued 05/05/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/20/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/19/2007

Series 27 - Financial and Operations Principal Examination

BC

Issued 08/14/2006

Series 24 - General Securities Principal Examination

BC

Issued 02/27/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/06/2013

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 05/09/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Eldren pierce Nalley.
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