Nelson R. Crane
Professional summary
Nelson Roberts Crane, who also goes by Nelson Crane, is a registered financial advisor currently at RITHOLTZ WEALTH MANAGEMENT located in New York, New York.
Nelson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Nelson has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Nelson Roberts Crane's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 19, 2025 - Present
RITHOLTZ WEALTH MANAGEMENT
Office #1: 24 West 40th Street 15th Floor, New York, NY 10018December 5, 2022 - May 15, 2025
VANGUARD MARKETING CORPORATION
Primary Firm SEC Registration
RITHOLTZ WEALTH MANAGEMENT
CRD#: 168652 / SEC#: 801-78479
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/19/2025)
Exams
Series 7TO
Date: 12/5/2022
General Securities Representative ExaminationCurrent Firm
RITHOLTZ WEALTH MANAGEMENT
CRD#: 168652 / SEC#: 801-78479
Contact information
SEC notice filing (48 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,801 |
| AUM (Assets Under Management) | $ 6,459,181,176 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/28/2025 | ||
| 04/10/2024 |
Red Flags
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