Mark
Nelson

Symmetry Partners

CRD#4438473
Investment Advisor
in Hoover, AL

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About this Advisor

Mark Nelson is a financial advisor based in Hoover, Alabama, working with Symmetry Partners. Mark has previously held a position at Symmetry Partners. Mark has passed the Series 66 regulatory exam and is registered to provide services in Alabama. Currently, Mark is part of Symmetry Partners, which operates out of Hoover, Alabama. The firm has 1 office and 66 employees. The firm manages assets totaling $5.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and other services. The fee structure at Symmetry Partners includes asset-based and other fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Others

Office Location

Hoover, AL

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Symmetry Partners Brokerage Details

Total Assets Under Management

$5,879,425,880

AL Average: $5,297,377,271
Total Number of Employees

66

AL Average: 35
Total Number of Accounts

13,776

AL Average: 690
Average Account Size

$426,788

AL Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Other

Mark Nelson Work History

2005 - Present (19 years)

Symmetry Partners

Disclosures

Please visit the SEC profile of Mark Nelson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Symmetry Partners

William Perham
Glastonbury, CT
James Lavery
Glastonbury, CT
Robert Hawke
Glastonbury, CT
Michael Storer
Glastonbury, CT
Gregory Trzaski
Glastonbury, CT
George Pate
Ayden, NC
Rebecca Cioban
Glastonbury, CT
Thomas Romano
Glastonbury, CT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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