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GN

Geoffrey W. Nelson

TERRANOVA CAPITAL EQUITIES
NEW YORK, NY 10170
CRD#: 2336568
Some features on this profile are disabled
GN
Geoffrey William Nelson JRTERRANOVA CAPITAL EQUITIES

Professional summary

Geoffrey William Nelson JR, who also goes by Bill Nelson, Geoffrey William Nelson, is a registered financial professional currently at TERRANOVA CAPITAL EQUITIES, INC located in New York, New York.

Geoffrey is registered as a RR (Registered Representative) and started their career in finance in 1993. Geoffrey has worked at 12 firms and has passed the Series 63, Series 82TO, Series 7TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Bill Nelson | Geoffrey William Nelson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Geoffrey William Nelson JR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 5, 2024 - Present

TERRANOVA CAPITAL EQUITIES, INC

Office #1: 420 Lexington Avenue Suite 1402, New York, NY 10170
BD
CRD#: 45097
NEW YORK, NY
Past

March 15, 2019 - November 6, 2020

CHARLES TOWNE SECURITIES, LLC

BD
CRD#: 172278
CHARLESTON, SC
Past

November 20, 2013 - May 3, 2017

TERRANOVA CAPITAL EQUITIES, INC

BD
CRD#: 45097
NEW YORK, NY
Past

June 22, 2011 - February 7, 2012

GFI SECURITIES LLC

BD
CRD#: 19982
NEW YORK, NY
Past

January 14, 2011 - June 23, 2011

PETER R. MACK & CO., INC.

BD
CRD#: 18275
WESTON, CT
Past

May 9, 2006 - January 30, 2009

FDX CAPITAL LLC

BD
CRD#: 119302
NEW YORK, NY
Past

February 19, 2004 - April 25, 2006

TERRANOVA CAPITAL EQUITIES, INC

BD
CRD#: 45097
NEW YORK, NY
Past

March 29, 2001 - November 1, 2001

NATIONAL SECURITIES CORPORATION

BD
CRD#: 7569
BOCA RATON, FL
Past

January 14, 2000 - February 2, 2001

JESUP & LAMONT SECURITIES CORP

BD
CRD#: 39056
NEW YORK, NY
Past

December 7, 1998 - September 15, 1999

VALUE INVESTING PARTNERS, INC.

BD
CRD#: 29737
WESTPORT, CT
Past

July 9, 1998 - September 29, 1998

AUGMENT SECURITIES INC.

BD
CRD#: 28373
NEW YORK, NY
Past

June 19, 1997 - January 23, 1998

NUVEEN SECURITIES, LLC

BD
CRD#: 469
CHICAGO, IL
Past

July 17, 1996 - November 12, 1996

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

July 27, 1993 - March 13, 1996

NEUBERGER BERMAN MANAGEMENT LLC

BD
CRD#: 5493
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(12/10/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 5/24/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 82TO
Date: 11/5/2024
Limited Representative-Private Securities Offerings
General Industry/Product Exam
RR
Series 7TO
Date: 9/2/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/3/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/26/1993
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/15/1995
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

TC
TERRANOVA CAPITAL EQUITIES, INC
EUROPEAN AMERICAN EQUITIES, INC. | TN CAPITAL EQUITIES, LTD | TERRANOVA CAPITAL EQUITIES, INC. | TERRANOVA CAPITAL EQUITIES, INC | HORNBLOWER CAPITAL SECURITIES, INC. | GROWVEST CAPITAL SECURITIES, INC. | EUROPEAN AMERICAN EQUITIES, LTD.

CRD#: 45097 / SEC#: , 8-50973

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
420 Lexington Avenue Suite 1402, New York, NY 10170
Mailing Address
420 Lexington Avenue Suite 1402, New York, NY 10170
Phone number
(212) 381-7391
Established
Delaware since 03/18/1998
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (39 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
TERRANOVA CAPITAL PARTNERS, INC.SHAREHOLDER
CERNY, CRAIG JONATHANCHIEF EXECUTIVE OFFICER1538404
GELB, PETER RICHARDCOO/CFO2542816
GOODE, JACQUELINE MARIECCO1292607
MATTERA, RICHARD JOSEPHFINANCIAL OPERATIONS OFFICER2246513
STEINMETZ, JOHN FRANCISCHAIRMAN & PRESIDENT1132822

Disclosures

Regulatory Event4

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TERRANOVA CAPITAL EQUITIES, INC

CRD#: 45097New York, NY 10170

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