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ZN

Zachary A. Nelson

WELLTH ADVISORY SERVICES
Redwood City, CA 94061
Some features on this profile are disabled
CRD#: 5122681
ZN
Zachary Alexander NelsonWELLTH ADVISORY SERVICES

Professional summary

Zachary Alexander Nelson, CFP®, who also goes by Zachary A Nelson, Zach Nelson, is a registered financial advisor currently at WELLTH ADVISORY SERVICES, LLC located in Redwood City, California.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Zachary has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 4 exams.

At a Glance

Always Fiduciary

Aliases

Zachary A Nelson | Zach 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 Zachary Alexander 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®
CFP®

Certified Financial Planner

Experience

Current

June 28, 2024 - Present

WELLTH ADVISORY SERVICES, LLC

Office #1: 1733 Woodside Road Suite 350, Redwood City, CA 94061
RIA
CRD#: 330537
Redwood City, CA
Past

April 22, 2024 - July 5, 2024

GLOBAL RETIREMENT PARTNERS LLC

RIA
CRD#: 172011
Redwood City, CA
Past

July 26, 2023 - April 15, 2024

ABD RETIREMENT SERVICES, INC.

RIA
CRD#: 167641
Sandy, UT
Past

July 13, 2018 - July 26, 2023

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BOSTON, MA
Past

May 26, 2011 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
SANDY, UT
Past

June 5, 2006 - July 25, 2023

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SALT LAKE CITY, UT

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".
WA
WELLTH ADVISORY SERVICES, LLC
STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC

CRD#: 330537 / SEC#: 801-130037

RIA
Registered Investment Advisory firm - (4/26/2024 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
California
(6/28/2024)
IAR
Utah
(7/19/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/7/2011
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/9/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/3/2006
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 5/5/2008
Registered Options Principal Examination

Current Firm

WA
WELLTH ADVISORY SERVICES, LLC
STRATEGIC RETIREMENT PARTNERS (SRP) | WELLTH ADVISORY SERVICES, LLC

CRD#: 330537 / SEC#: 801-130037

RIA
Registered Investment Advisory firm - (4/26/2024 Approved)
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Contact information

Main Address
Shorewood, IL
Mailing Address
Phone number
(866) 777-4015
Established
Firm type
Fiscal year end
# of Employees
72

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WELLTH ADV PART 2A (12/12/2025)
WELLTH ADV WRAP BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,338
AUM (Assets Under Management)$ 23,574,040,155

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

WELLTH ADVISORY SERVICES, LLC

CRD#: 330537Redwood City, CA 94061

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