Kevin
Nielsen

Invesco Advisers, Inc

CRD#5548210
Investment Advisor
in Atlanta, GA
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About this Advisor

Kevin Nielsen is an investment advisor in Atlanta, Georgia. Currently an investment advisor at Invesco Advisers, Inc, they have accumulated 10 years of practice as a financial advisor. Nielsen holds Series 63 and Series 66 licenses, designating the advisor as a securities representative. Nielsen is registered to operate in Illinois. Throughout their career, they have worked at Charles Schwab & Co, Inc and Invesco Distributors, Inc. Invesco Advisers, Inc is based out of Atlanta, Georgia, and has 12 additional locations across the country. As a company, Invesco Advisers, Inc oversees $472 billion in assets throughout 21,628 client accounts and retains more than 2,786 people. The amount of assets the firm manages makes it one of the largest firms in the country. The firm manages 6,617 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisory firm's 21,628 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Invesco Advisers, Inc provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. The firm's fees may include asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Performance-based Fees

Disclosures

No

Office Location

1555 Peachtree Street, N.E.
Atlanta, GA 30309

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Invesco Advisers, Inc Brokerage Details

Total Assets Under Management

$423,487,178,210

GA Average: $3,570,121,308
Total Number of Employees

2,786

GA Average: 58
Total Number of Accounts

23,510

GA Average: 1,608
Average Account Size

$18,013,066

GA Average: $2,220,225

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Investment Advisory Services

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

Kevin Nielsen Work History

Kevin has 10 years of experience.

2011 - Present (8 years)

Invesco Distributors, Inc

2008 - 2011 (3 years)

Charles Schwab & Co, Inc

Disclosures

Kevin Nielsen has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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