Albert C. Nassar

HELLER PRIVATE WEALTH

Fort Lauderdale, FL

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CRD#: 6730482

Professional summary

Albert Christopher Nassar, who also goes by Albert Nassar, is a registered financial advisor currently at HELLER PRIVATE WEALTH located in Fort Lauderdale, Florida.

Albert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Albert has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Albert Nassar

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.

Real Estate Activity; The Advisor maintains an active real estate license.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Albert Christopher Nassar's CRS (Customer Relationship Summary).

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Ft Lauderdale, FL

Past

June 5, 2017 - January 11, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

FORT LAUDERDALE, FL

Past

February 22, 2017 - January 11, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

FORT LAUDERDALE, 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
(10/13/2025)

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: 6/1/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/22/2017

General Securities Representative Examination

Current Firm

HELLER PRIVATE WEALTH

HELLER PRIVATE WEALTH | HELLER PRIVATE WEALTH LLC

CRD#: 324272 / SEC#:

Florida

Registered Investment Advisory firm - (3/14/2023 Approved)

Texas

Registered Investment Advisory firm - (12/8/2022 Conditional Restricted)

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Contact information

Main Address

1700 East Las Olas Boulevard Suite 207, Fort Lauderdale, FL 33301

Mailing Address

Phone number

(954) 995-4761

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	130
AUM (Assets Under Management)	$ 73,242,098

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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Albert C. Nassar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Albert Christopher Nassar's CRS (Customer Relationship Summary).

Certified licenses

Experience

HELLER PRIVATE WEALTH

AXXCESS WEALTH MANAGEMENT, LLC

ASHTON THOMAS PRIVATE WEALTH

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 6/1/2017

SIE

Date: 10/1/2018

Series 7

Date: 2/22/2017

Current Firm

HELLER PRIVATE WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HELLER PRIVATE WEALTH

TRUST BUT VERIFY

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