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Nelson B. Arrington

CX INSTITUTIONAL
Greenville, SC 29601
Some features on this profile are disabled
CRD#: 2393329
NA
Nelson Battle Arrington IIICX INSTITUTIONAL

Professional summary

Nelson Battle Arrington III, who also goes by Nelson Battle Arrington III III, is a registered financial advisor currently at CX INSTITUTIONAL, LLC located in Greenville, South Carolina.

Nelson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Nelson has worked at 3 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Aliases

Nelson Battle Arrington Iii Iii

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 below LLCs are engaged in rental real estate: Battle Properties, LLC Genco Properties, LLC Genco Land Company, LLC Bear Properties, LLC None of the above involve customers, customer funds or investment solicitations.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nelson Battle Arrington III'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

August 3, 2026 - Present

CX INSTITUTIONAL, LLC

Office #1: 211 E Washington Street Suite B, Greenville, SC 29601
RIA
CRD#: 292627
Greenville, SC
Past

December 10, 1997 - July 20, 2026

V. M. MANNING & CO., INC.

RIA
CRD#: 2655
GREENVILLE, SC
Past

August 30, 1996 - December 3, 2024

V. M. MANNING & CO., INC.

BD
CRD#: 2655
GREENVILLE, SC
Past

September 27, 1993 - July 24, 1996

EDGAR M. NORRIS & CO., INC.

BD
CRD#: 2928
GREENSVILLE, SC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CX INSTITUTIONAL, LLC
CREDENT WEALTH MANAGEMENT | CX WEALTH DIRECT | CX INSTITUTIONAL, LLC

CRD#: 292627 / SEC#: 801-112742

RIA
Registered Investment Advisory firm - (3/1/2018 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
South Carolina
(8/3/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/5/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/24/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/25/1993
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/5/1999
General Securities Principal Examination

Current Firm

CI
CX INSTITUTIONAL, LLC
CREDENT WEALTH MANAGEMENT | CX WEALTH DIRECT | CX INSTITUTIONAL, LLC

CRD#: 292627 / SEC#: 801-112742

RIA
Registered Investment Advisory firm - (3/1/2018 Approved)
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Contact information

Main Address
200 East 7th Street, Auburn, IN 46706
Mailing Address
Phone number
(260) 927-1830
Established
Firm type
Fiscal year end
# of Employees
106

SEC notice filing (42 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (10/14/2025)
ADV PART 2A (10/14/2025)

Regulatory assets under management

Total Number of Accounts14,284
AUM (Assets Under Management)$ 4,121,239,331

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

CX INSTITUTIONAL, LLC

CRD#: 292627Greenville, SC 29601

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