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Chester A. Cowart

NELSON ADVISORY SERVICES
WINTER PARK, FL 32789
Some features on this profile are disabled
CRD#: 7465057
CC

Professional summary

Chester A Cowart is a registered financial advisor currently at NELSON ADVISORY SERVICES, INC. located in Winter Park, Florida and NELSON IVEST BROKERAGE SERVICES, INC. located in Winter Park, Florida.

Chester is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Chester has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chester A Cowart'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

January 14, 2026 - Present

NELSON ADVISORY SERVICES, INC.

Office #1: 423 Country Club Dr., Winter Park, FL 32789
RIA
CRD#: 337576
WINTER PARK, FL
Current

August 8, 2022 - Present

NELSON IVEST BROKERAGE SERVICES, INC.

Office #1: 423 Country Club Drive, Winter Park, FL 32789-2968
BD
CRD#: 3002
Winter Park, 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(8/8/2022)
IAR
Florida
(1/14/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/8/2025
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/8/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/8/2022
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

NA
NELSON ADVISORY SERVICES, INC.
NELSON ADVISORY SERVICES, INC.

CRD#: 337576 / SEC#:

Florida
Registered Investment Advisory firm - (1/6/2026 Approved)
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Contact information

Main Address
423 Country Club Dr., Winter Park, FL 32789
Mailing Address
Phone number
(407) 629-6477
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV
0

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

NELSON ADVISORY SERVICES, INC.

CRD#: 337576Winter Park, FL 32789

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