Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Charles Nelson is a financial advisor at Belpointe Asset Management LLC. David Nelson has been working in the financial services industry since 1991. His primary registration is as an Investment Advisor Representative (IAR) in Connecticut. Belpointe Asset Management LLC is an investment advisor firm that provides a variety of financial services, including financial planning, portfolio management, and pension consulting. They have approximately $4.3 billion in assets under management, representing a wide array of clients including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NV
01/07/2011 - Present
Belpointe Asset Management LLC (RENO NV)
NY
11/22/1997 - 10/18/2000
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
04/20/1995 - 11/21/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
12/04/1991 - 04/18/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
09/19/1991 - 11/22/1991
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
IA
Issued 05/31/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 12/14/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 09/17/1991
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure David Nelson is the right advisor for you? Invested Better is here to help.
