Albert C. Nassar
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Albert Christopher Nassar, who also goes by Albert Nassar, was a registered financial professional .
Albert is a previously registered financial professional and started their career in finance in 2017. Albert had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 13, 2025 - March 23, 2026
HELLER PRIVATE WEALTH
February 7, 2024 - October 3, 2024
AXXCESS WEALTH MANAGEMENT, LLC
November 22, 2022 - April 5, 2023
ASHTON THOMAS PRIVATE WEALTH
January 4, 2021 - September 30, 2022
AMERIPRISE FINANCIAL SERVICES, LLC
January 4, 2021 - September 30, 2022
AMERIPRISE FINANCIAL SERVICES, LLC
June 5, 2017 - January 11, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
February 22, 2017 - January 11, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
HELLER PRIVATE WEALTH
CRD#: 324272 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 184 |
| AUM (Assets Under Management) | $ 95,715,103 |
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.
