Shay Nelson (CRD# 7754466) is an Investment Advisor Representative working at B.o.s.s. Retirement Advisors, LLC in Lehi, UT and has 1 year of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| B.o.s.s. Retirement Advisors, LLC | Lehi, UT | Oct 2021 - Current | 2 |
| Orangetheory | Colorado Springs, CO | Oct 2020 - Jul 2021 | < 1 |
| N/a | Elbert, CO | Mar 2020 - Sep 2020 | < 1 |
| Treehouse Pr | Durango, CO | Jan 2020 - Feb 2020 | < 1 |
| The Rochester Hotel & Leland House | Durango, CO | Jun 2017 - Dec 2019 | 2 |
| N/a | Durango, CO | Sep 2011 - May 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- ID
-
Total Assets Under Management764MILLIONS
-
Total Number of Accounts6,227ACCOUNTS
-
Average Account Value$122,687
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, HI, ID, NE, NH, NV, OR, SC, TX, UT, WA, WY
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