Alexander B. Nelson

BRICE FINANCIAL ADVISORS

MIAMI, FL 33137-5110

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CRD#: 6474481

Professional summary

Alexander Brice Nelson, who also goes by Alex Brice Nelson, Alex Nelson, is a registered financial advisor currently at BRICE FINANCIAL ADVISORS INC located in Miami, Florida.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Alexander has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alex Brice Nelson | Alex 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 Alexander Brice Nelson'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 15, 2025 - Present

BRICE FINANCIAL ADVISORS INC

Office #1: 2000 N Bayshore Dr Ste 210, Miami, FL 33137-5110

RIA

CRD#: 326528

MIAMI, FL

Past

May 7, 2015 - June 29, 2023

BRICE FINANCIAL SERVICES, INC.

RIA

CRD#: 173358

MIAMI, 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
(4/15/2025)

IAR

Georgia
(2/13/2026)

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: 9/8/2014

Uniform Investment Adviser Law Examination

Current Firm

BRICE FINANCIAL ADVISORS INC

CRD#: 326528 / SEC#:

Florida

Registered Investment Advisory firm - (4/15/2025 Approved)

Georgia

Registered Investment Advisory firm - (2/13/2026 Approved)

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Contact information

Main Address

2000 N Bayshore Dr Ste 210, Miami, FL 33137-5110

Mailing Address

Phone number

(561) 536-8187

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	20
AUM (Assets Under Management)	$ 1,833,126

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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Alexander B. Nelson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Brice Nelson's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRICE FINANCIAL ADVISORS INC

BRICE FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/8/2014

Current Firm

BRICE FINANCIAL ADVISORS INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BRICE FINANCIAL ADVISORS INC

TRUST BUT VERIFY

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