Scott Nelson, financial advisor Bonita Springs FL

Scott Nelson

CRD Number: 7736868
Current Firm: Nova Wealth Management, Inc.

Scott Nelson (CRD# 7736868) is an Investment Advisor Representative working at Nova Wealth Management, Inc. in Bonita Springs, FL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Nova Wealth Management, Inc. Bonita Springs, FL Apr 2023 - Current 1
Nelson Cpa, Inc. Bonita Springs, FL Mar 2019 - Current 5
Ho Sports Inc. Snoqualmie, WA Dec 2012 - Current 11
Herc Rentals Inc. Bonita Springs, FL Jul 2017 - Jul 2019 2
Lasker, Kim & Company LLP Culver City, CA Apr 2014 - Jun 2017 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2023
Contact Info for Scott T. Nelson
Phone Number: 239-444-1794
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    152
    MILLIONS
  • Total Number of Accounts
    623
    ACCOUNTS
  • Average Account Value
    $244,254
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA, FL, IL, NJ, NY, OH, TX, WI

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