Unclaimed Profile

Steven Thomas Nelson

CAPITAL INSIGHT PARTNERS, LLC·SCOTTSDALE, Arizona

SIE, Series 7, Series 31, Series 63, Series 6521 years registeredCAPITAL INSIGHT PARTNERS, LLC

7328 EAST DEER VALLEY ROAD, SCOTTSDALE, AZ 85255CRD# 1770674Firm CRD# 147165

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven Thomas Nelson · SCOTTSDALE, AZ

Registration

CRD #1770674 · CAPITAL INSIGHT PARTNERS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

FAITH INVESTOR SERVICES

Sep 2023 – present

CAPITAL INSIGHT PARTNERS, LLC

Aug 2008 – Jan 2026

SCOTTSDALE, AZ

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Aug 2004 – Aug 2008

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · August 27, 2004

Years registered · 21

Disclosure History

2003Customer Dispute·Settled

2002Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CAPITAL INSIGHT PARTNERS, LLC

CRD 147165 · SEC 801-69421

AUM

$737M

Regulatory assets under management

Employees

971 client accounts

Services offered by CAPITAL INSIGHT PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at CAPITAL INSIGHT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Steven Thomas Nelson offer?

Steven Thomas Nelson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Steven Thomas Nelson's credentials?

Steven Thomas Nelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Thomas Nelson located?

Steven Thomas Nelson is based in SCOTTSDALE, Arizona, working with CAPITAL INSIGHT PARTNERS, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Steven Thomas Nelson charge for services?

Steven Thomas Nelson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL INSIGHT PARTNERS, LLC?

CAPITAL INSIGHT PARTNERS, LLC has approximately 10 employees and manages $737M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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