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Eric Daniel Nelson

SERVO WEALTH MANAGEMENT LLC·OKLAHOMA CITY, Oklahoma
Unclaimed Profile
1000 W WILSHIRE, OKLAHOMA CITY, OK 73116CRD# 3132084Firm CRD# 159367
01

About

Eric Daniel Nelson is a registered financial advisor based in OKLAHOMA CITY, Oklahoma, affiliated with SERVO WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
SERVO WEALTH MANAGEMENT LLC
SERVO WEALTH MANAGEMENT LLC
AUM
$131M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SERVO WEALTH MANAGEMENT LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3132084
Firm CRD# 159367
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Eric Daniel Nelson offer?
Eric Daniel Nelson specializes in Investment Management, Fee-Only Advisory. Contact their office in OKLAHOMA CITY, Oklahoma for a consultation.
What are Eric Daniel Nelson's credentials?
Eric Daniel Nelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Daniel Nelson located?
Eric Daniel Nelson is based in OKLAHOMA CITY, Oklahoma, working with SERVO WEALTH MANAGEMENT LLC. Their office serves clients in the OKLAHOMA CITY metropolitan area and surrounding communities.
How does Eric Daniel Nelson charge for services?
Eric Daniel Nelson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SERVO WEALTH MANAGEMENT LLC?
SERVO WEALTH MANAGEMENT LLC has approximately 1 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in OKLAHOMA CITY
John Howard Blevins — ASHTON GRAY CAPITAL, LLCTodd Morgan Glass — HF II GP, LLCWilliam Christopher Reeves — HF II GP, LLCBenjamin Carter Stewart — HF II GP, LLCDavid Lee Thompson — INVESTRUST CONSULTING, LLC
Nearby cities in Oklahoma
TULSA (209)BARTLESVILLE (28)EDMOND (25)DURANT (6)ARDMORE (5)
City Guides
TULSA GuideBARTLESVILLE GuideEDMOND GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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