Christopher E. Nalley

CS ADVISORS

Boca Raton, FL 33487

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CRD#: 4945127

Professional summary

Christopher Eldren Pierce Nalley, CFP® is a registered financial advisor currently at CS ADVISORS INC. located in Boca Raton, Florida.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Christopher has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 55, Series 7, Series 27 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Mr. Nalley is dually registered with CS Advisors, an unaffiliated State of Florida registered investment advisor. Mr. Nalley's activities as a CS Advisors registered investment adviser are separate and distinct from his role at Scale Advisory and do not overlap or conflict with his activities at Scale Advisory. Mr. Nalley is also the owner and managing principal of Scale Consulting Group, LLC ("Scale Consulting"). Through Scale Consulting, Mr. Nalley offers executive coaching, consulting, and financial planning for small to midsize independent business owners and professionals in all areas of their practice including their business and personal goals. In addition, Mr. Nalley is the manager of EPN Limited Partnership, an entity that serves as a family related investment vehicle.He manages the time allocated to these different entities in a manner so that it does not conflict with his different roles and responsibilities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Eldren Pierce Nalley'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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

June 8, 2020 - Present

CS ADVISORS INC.

Office #1: 7999 N Federal Hwy Suite 101, Boca Raton, FL 33487

RIA

CRD#: 130729

Boca Raton, FL

Past

November 24, 2020 - September 19, 2025

SCALE ADVISORY GROUP, LLC

RIA

CRD#: 309787

JUPITER, FL

Past

February 9, 2018 - June 3, 2020

PRIVATE ADVISOR GROUP, LLC

RIA

CRD#: 155216

Pompano Beach, FL

Past

January 5, 2010 - February 27, 2018

VARIANT TRADING INSTITUTIONAL GROUP, INC.

CRD#: 125547

BOCA RATON, FL

Past

July 15, 2008 - August 22, 2008

EQUITABLE ADVISORS, LLC

CRD#: 6627

FT. LAUDERDALE, FL

Past

May 10, 2005 - June 30, 2008

VARIANT TRADING INSTITUTIONAL GROUP, INC.

CRD#: 125547

BOCA RATON, FL

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

Florida
(6/8/2020)

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 66

Date: 5/5/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/20/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/27/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 9/6/2013

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 5/9/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 27

Date: 1/19/2007

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 8/14/2006

General Securities Principal Examination

Current Firm

CS ADVISORS INC.

CRD#: 130729 / SEC#: 801-67680

RIA

Registered Investment Advisory firm - (9/13/2012 Terminated)

Florida

Registered Investment Advisory firm - (5/27/2011 Approved)

New York

Registered Investment Advisory firm - (6/14/2017 Approved)

North Carolina

Registered Investment Advisory firm - (3/28/2023 Approved)

Texas

Registered Investment Advisory firm - (3/15/2023 Conditional Restricted)

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

7999 N Federal Hwy Suite 101, Boca Raton, FL 33487

Mailing Address

Phone number

(561) 241-9301

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	294
AUM (Assets Under Management)	$ 98,023,935

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

Christopher E. Nalley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Eldren Pierce Nalley's CRS (Customer Relationship Summary).

Certified licenses

Experience

SCALE ADVISORY GROUP, LLC

PRIVATE ADVISOR GROUP, LLC

VARIANT TRADING INSTITUTIONAL GROUP, INC.

EQUITABLE ADVISORS, LLC

VARIANT TRADING INSTITUTIONAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/5/2017

Series 63

Date: 5/20/2005

SIE

Date: 2/27/2018

Series 55

Date: 9/6/2013

Series 7

Date: 5/9/2005

Series 27

Date: 1/19/2007

Series 24

Date: 8/14/2006

Current Firm

CS ADVISORS INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CS ADVISORS INC.

TRUST BUT VERIFY

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