Unclaimed Profile

Thomas E Nelson

SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.·KETCHUM, Idaho

SIE, Series 7, Series 7TO, Series 66CFPClean record21 years registeredSKY-MOUNTAIN CAPITAL MANAGEMENT, INC.

251 NORTHWOOD WAY, KETCHUM, ID 83340CRD# 4880849Firm CRD# 312915

Profile Verification

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

Identity

Thomas E Nelson · KETCHUM, ID

Registration

CRD #4880849 · SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. · 21 years registered

Brand Profile

Not yet started

Career History

SKY-MOUNTAIN CAPITAL MANAGEMENT

Apr 2021 – present

WELLS FARGO CLEARING SERVICES, LLC

Apr 2010 – Apr 2021

LAKE OSWEGO, OR

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Mar 2005 – Apr 2010

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 66

Registration record

First registered · March 4, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.

CRD 312915 · SEC 801-120497

AUM

$148M

Regulatory assets under management

Employees

508 client accounts

Services offered by SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Thomas E Nelson offer?

Thomas E Nelson specializes in Financial Planning, Investment Management. Contact their office in KETCHUM, Idaho for a consultation.

What are Thomas E Nelson's credentials?

Thomas E Nelson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Thomas E Nelson located?

Thomas E Nelson is based in KETCHUM, Idaho, working with SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.. Their office serves clients in the KETCHUM metropolitan area and surrounding communities.

How does Thomas E Nelson charge for services?

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

How large is SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.?

SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. has approximately 2 employees and manages $148M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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