Nella Zelensky

FAIRPORT ADVISORS

Boca Raton, FL

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CRD#: 2605373

Professional summary

Nella Zelensky, who also goes by Nelia Alexander Zelenskaia, Nella A. Zelenskaia, Nella Zelenskaia, Nelia Alexander Zelensky, Nella Alexander Zelensky, Nella Zelensky, is a registered financial advisor currently at FAIRPORT ADVISORS, INC. located in Boca Raton, Florida and FAIRPORT CAPITAL, INC. located in Boca Raton, Florida.

Nella is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Nella has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 26, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

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.

(1) Ms. Zelensky has Life & Health insurance license and devotes to this non-investment activity two hours per week on weekends only; compensation is commission and trails. (2) Ms. Zelensky is a CDFA� (Certified Divorce Financial Analyst). It is a non-investment activity that requires one hour on weekends; compensation is TBD. (3) Ms. Zelensky has a real estate license as an associate broker. It is a weekend non-investment-related activity, and compensation is commission. (4) Ms. Zelensky is a compliance officer at Fairport Capital Inc. (5) Fleet Wealth Group dba Fairport Advisors, Inc. (6) Mr. Zelensky is a co-founder and 50% shareholder of Divorced Gals LLC, a divorce financial planning firm (not investment-related). 3 hours/week (after trading hours and weekend). ADDRESS IS: 150 E PALMETTO PARK RD, S#800, BOCA RATON FL 33432; (7) Mr. Zelensky holds professional designation MAFF which is Master Analyst in Financial Forensic to enhance her CDFA practice.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nella Zelensky's 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

April 3, 2024 - Present

FAIRPORT ADVISORS, INC.

Office #2: 150 E. Palmetto Park Road S. 800, Boca Raton, FL 33432

RIA

CRD#: 117177

Boca Raton, FL

Current

April 28, 2023 - Present

FAIRPORT CAPITAL, INC.

CRD#: 15034

BOCA RATON, FL

Past

November 10, 2021 - July 13, 2023

MIRABERG WEALTH LLC

RIA

CRD#: 313040

New York, NY

Past

October 2, 2019 - April 30, 2021

LS SECURITIES, LLC

CRD#: 296764

Parsippany, NJ

Past

December 21, 2018 - April 30, 2021

SUMMIT FINANCIAL, LLC

RIA

CRD#: 299322

PARSIPPANY, NJ

Past

June 5, 2017 - September 27, 2018

SUMMIT FINANCIAL RESOURCES INC

RIA

CRD#: 104990

PARSIPPANY, NJ

Past

June 5, 2017 - December 21, 2018

SUMMIT EQUITIES, INC.

RIA

CRD#: 11039

PARSIPPANY, NJ

Past

June 2, 2017 - October 29, 2018

SUMMIT EQUITIES, INC.

CRD#: 11039

PARSIPPANY, NJ

Past

June 14, 2016 - December 20, 2016

SWISS ALLIED WEALTH MANAGEMENT, LLC

RIA

CRD#: 174094

NEW YORK, NY

Past

June 29, 2015 - May 24, 2017

WINDSOR STREET CAPITAL, LP

CRD#: 34171

NEW YORK, NY

Past

December 22, 2010 - October 6, 2014

FAIRPORT CAPITAL, INC.

CRD#: 15034

NEW YORK, NY

Past

October 27, 2006 - December 19, 2008

INVESTMENT ADVISORS INTERNATIONAL, INC.

RIA

CRD#: 139233

NEW YOURK, NY

Past

July 19, 2004 - December 18, 2008

WORLD GROUP SECURITIES, INC.

CRD#: 114473

NEW YORK, NY

Past

December 9, 1997 - September 2, 1999

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

Past

July 27, 1995 - December 10, 1997

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

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.

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

California
(4/9/2024)

Florida
(4/28/2023)

IAR

Florida
(4/3/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/2/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/23/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/2/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/17/2004

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 1/2/2023

Investment Company Products/Variable Contracts Principal Examination

Principal/Supervisory Exam

Series 4

Date: 9/6/2016

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 7/6/2015

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

FAIRPORT ADVISORS, INC.

FAIRPORT ADVISORS, INC. | FLEET WEALTH MANAGEMENT GROUP

CRD#: 117177 / SEC#:

Arizona

Registered Investment Advisory firm - (6/24/2022 Approved)

California

Registered Investment Advisory firm - (1/1/2020 Terminated)

Connecticut

Registered Investment Advisory firm - (8/6/1998 Approved)

Florida

Registered Investment Advisory firm - (11/21/2011 Approved)

Georgia

Registered Investment Advisory firm - (9/30/2025 Approved)

Louisiana

Registered Investment Advisory firm - (11/10/2004 Terminated)

Nevada

Registered Investment Advisory firm - (12/15/2012 Terminated)

New York

Registered Investment Advisory firm - (4/2/2007 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

9141 E. Hidden Spur Trail, Scottsdale, AZ 85255

Mailing Address

Phone number

(480) 247-6874

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	62
AUM (Assets Under Management)	$ 54,700,000

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.

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Firm Stability Insights

Nella Zelensky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nella Zelensky's CRS (Customer Relationship Summary).

Certified licenses

Experience

FAIRPORT CAPITAL, INC.

MIRABERG WEALTH LLC

LS SECURITIES, LLC

SUMMIT FINANCIAL, LLC

SUMMIT FINANCIAL RESOURCES INC

SUMMIT EQUITIES, INC.

SUMMIT EQUITIES, INC.

SWISS ALLIED WEALTH MANAGEMENT, LLC

WINDSOR STREET CAPITAL, LP

FAIRPORT CAPITAL, INC.

INVESTMENT ADVISORS INTERNATIONAL, INC.

WORLD GROUP SECURITIES, INC.

WMA SECURITIES, INC.

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/2/2016

Series 63

Date: 6/23/2004

SIE

Date: 10/1/2018

Series 7

Date: 10/2/2015

Series 6

Date: 7/17/2004

Series 26

Date: 1/2/2023

Series 4

Date: 9/6/2016

Series 24

Date: 7/6/2015

FINRA

Current Firm

FAIRPORT ADVISORS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FAIRPORT ADVISORS, INC.

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