William R. Nelson

FINANCIAL GRAVITY ASSET MANAGEMENT

Las Vegas, NV

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CRD#: 4797755

Professional summary

William Robert Nelson, who also goes by Rob Nelson, is a registered financial advisor currently at FINANCIAL GRAVITY ASSET MANAGEMENT, INC. located in Las Vegas, Nevada and FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC located in Las Vegas, Nevada.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. William has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rob 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) - RIA

Click below to view William Robert Nelson'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

December 4, 2019 - Present

FINANCIAL GRAVITY ASSET MANAGEMENT, INC.

RIA

CRD#: 144008

Las Vegas, NV

Current

September 22, 2021 - Present

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

RIA

CRD#: 316024

Las Vegas, NV

Past

January 18, 2018 - October 4, 2021

FORTA FINANCIAL GROUP, INC.

RIA

CRD#: 28784

Las Vegas, NV

Past

May 4, 2004 - February 6, 2018

FREEDOM INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 126052

SAN RAFAEL, CA

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".

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, INC. | FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

CRD#: 316024 / SEC#: 801-122258

RIA

Registered Investment Advisory firm - (9/9/2021 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

Arizona
(10/13/2023)

IAR

California
(8/28/2023)

IAR

Colorado
(8/28/2023)

IAR

Florida
(11/17/2023)

IAR

Illinois
(9/6/2023)

IAR

Indiana
(10/17/2023)

IAR

Louisiana
(8/29/2023)

IAR

Maryland
(8/29/2023)

IAR

Michigan
(8/30/2023)

IAR

Missouri
(8/29/2023)

IAR

Nebraska
(8/28/2023)

IAR

Nevada
(4/25/2022)

IAR

New Mexico
(8/29/2023)

IAR

New York
(8/28/2023)

IAR

North Carolina
(8/28/2023)

IAR

Ohio
(8/29/2023)

IAR

Pennsylvania
(8/29/2023)

IAR

South Carolina
(8/29/2023)

IAR

Texas
(12/4/2019)

IAR

Texas
(9/22/2021)

IAR

Virginia
(12/4/2023)

IAR

Wisconsin
(8/28/2023)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/9/2004

Uniform Investment Adviser Law Examination

Current Firm

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, INC. | FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

CRD#: 316024 / SEC#: 801-122258

RIA

Registered Investment Advisory firm - (9/9/2021 Approved)

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Contact information

Main Address

2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734

Mailing Address

Phone number

(800) 588-3893

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (35 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE (12/23/2025)

Regulatory assets under management

Total Number of Accounts	3,077
AUM (Assets Under Management)	$ 590,457,327

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

William R. Nelson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

FINANCIAL GRAVITY ASSET MANAGEMENT, INC.

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

FORTA FINANCIAL GROUP, INC.

FREEDOM INVESTMENT MANAGEMENT, INC.

Primary Firm SEC Registration

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/9/2004

Current Firm

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

Contact information

SEC notice filing (35 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FINANCIAL GRAVITY FAMILY OFFICE SERVICES, LLC

TRUST BUT VERIFY

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