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Emily O. Nelson

FOSTER VICTOR
Greenville, SC 29601
Some features on this profile are disabled
CRD#: 7628802
EN

Professional summary

Emily O'neil Nelson is a registered financial advisor currently at FOSTER VICTOR located in Greenville, South Carolina.

Emily is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Emily has worked at 2 firms and has passed the Series 63, Series 6TO 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 Emily O'neil 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®
None

Experience

Current

March 20, 2026 - Present

FOSTER VICTOR

Office #1: 10 Toy Street Suite 200, Greenville, SC 29601
RIA
CRD#: 283656
Greenville, SC
Past

November 11, 2022 - February 2, 2024

FIRST CITIZENS INVESTOR SERVICES, INC.

BD
CRD#: 44430
RALEIGH, NC

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".
FV
FOSTER VICTOR
BEN ADVISORS, LLC | FOSTER VICTOR WEALTH ADVISORS, LLC | FOSTER VICTOR WEALTH ADVISORS | FOSTER VICTOR

CRD#: 283656 / SEC#: 801-107775

RIA
Registered Investment Advisory firm - (5/4/2016 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
South Carolina
(3/20/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 11/21/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 11/11/2022
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/26/2022
Securities Industry Essentials Examination

Current Firm

FV
FOSTER VICTOR
BEN ADVISORS, LLC | FOSTER VICTOR WEALTH ADVISORS, LLC | FOSTER VICTOR WEALTH ADVISORS | FOSTER VICTOR

CRD#: 283656 / SEC#: 801-107775

RIA
Registered Investment Advisory firm - (5/4/2016 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
10 Toy Street Suite 200, Greenville, SC 29601
Mailing Address
Phone number
(864) 720-2000
Established
Firm type
Fiscal year end
# of Employees
38

SEC notice filing (22 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (6/3/2025)

Regulatory assets under management

Total Number of Accounts5,795
AUM (Assets Under Management)$ 2,153,072,996

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

FOSTER VICTOR

CRD#: 283656Greenville, SC 29601

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