Mitchell Nelson, financial advisor Largo FL

Mitchell Nelson

CRD Number: 4541840
Current Firm: Cetera Investment Advisers LLC

Mitchell Nelson (CRD# 4541840) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Largo, FL and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Largo, FL Mar 2024 - Current < 1
Cetera Investement Advisers LLC Schaumburg, IL Jan 2024 - Current < 1
Rockdale Financial Services, Inc. Eatontown, NJ Nov 2021 - Current 2
Cetera Advisors LLC St. Cloud, MN Oct 2021 - Current 2
Sa Stone Wealth Management Inc. Morganville, NJ Apr 2017 - Oct 2021 4
Sa Stone Investment Advisors Inc. Morganville, NJ Apr 2017 - Oct 2021 4
Cetera Advisors LLC Denver, CO Mar 2012 - Apr 2017 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S65 NASAA Investment Advisors Law Examination Mar 2011
Contact Info for Mitchell Nelson
Phone Number: 888-528-2987
Registered State(s):
  • FL
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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