Christy
Nelson

Cetera Advisors LLC

CRD#2258605
Investment Advisor
in Denver, CO
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About this Advisor

Christy Nelson is a chartered financial consultant working in Denver, Colorado, who has 11 years of experience as a financial advisor. Nelson is currently employed by Cetera Advisors LLC. During their career, the advisor has held roles at Multi-Financial Securities Corporation, David Riggle and Cetera Advisors LLC. Nelson maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to advise clients in Colorado. Cetera Advisors LLC is a financial advisory company that has its headquarters in Denver, Colorado. It has offices in 816 locations and a total of 1,163 financial advisors. It oversees $14 billion in total assets among its 61,274 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 181 charitable organizations. Of its 61,274 customer accounts, 24% are held by high-net-worth individuals who have greater than $1 million in assets. Cetera Advisors LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial management depend on the type of services provided. However, fees charged by Cetera Advisors LLC can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

3900 E Mexico Ave Ste 1050
Denver, CO 80210

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Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$13,550,472,236

CO Average: $2,349,664,866
Total Number of Employees

1,163

CO Average: 28
Total Number of Accounts

61,274

CO Average: 1,101
Average Account Size

$221,146

CO Average: $2,134,119

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Christy Nelson Work History

Christy has 11 years of experience.

2013 - Present (6 years)

Cetera Advisors LLC

2010 - Present (9 years)

David Riggle

2007 - 2012 (5 years)

Multi-Financial Securities Corporation

Disclosures

Christy Nelson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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