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Steven Thomas Nelson

CAPITAL INSIGHT PARTNERS, LLC·SCOTTSDALE, Arizona
Unclaimed Profile
7328 EAST DEER VALLEY ROAD, SCOTTSDALE, AZ 85255CRD# 1770674Firm CRD# 147165
01

About

Steven Thomas Nelson is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with CAPITAL INSIGHT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
CAPITAL INSIGHT PARTNERS, LLC
CAPITAL INSIGHT PARTNERS, LLC
AUM
$737M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at CAPITAL INSIGHT PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1770674
Firm CRD# 147165
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in SCOTTSDALE
David Blane Daughtrey — COPPERWYND FINANCIAL, LLCLynda Krantz Elley — COPPERWYND FINANCIAL, LLCErick Scot Newton — COPPERWYND FINANCIAL, LLCSusan Christine Anastasiadis — CAPITAL INSIGHT PARTNERS, LLCRobert Duane Mitchell — GIBSON PRIVATE WEALTH, LLC
Nearby cities in Arizona
PHOENIX (224)TUCSON (124)MESA (41)CHANDLER (24)TEMPE (24)
City Guides
PHOENIX GuideTUCSON GuideMESA GuideCHANDLER GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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