Unclaimed Profile

Gordon Levi Nelson

KEYSTONE WEALTH ADVISORS, LLC·LOGAN, Utah

SIE, Series 6, Series 7, Series 24, Series 63, Series 6527 years registeredKEYSTONE WEALTH ADVISORS, LLC

595 S. RIVERWOODS PKWY, LOGAN, UT 84321CRD# 2982767Firm CRD# 158234

Profile Verification

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

Identity

Gordon Levi Nelson · LOGAN, UT

Registration

CRD #2982767 · KEYSTONE WEALTH ADVISORS, LLC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KEYSTONE WEALTH ADVISORS, LLC

AURELIUS FAMILY OFFICE, LLC

Feb 2023 – Nov 2024

Logan, UT

KEYSTONE WEALTH ADVISORS

Oct 2011 – Mar 2024

LOGAN, UT

LPL FINANCIAL LLC

Sep 2003 – Jan 2012

LOGAN, UT

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Aug 1999 – Oct 2003

OGDEN, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · August 11, 1999

Years registered · 27

Disclosure History

2014Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

KEYSTONE WEALTH ADVISORS, LLC

CRD 158234 · SEC 801-79615

AUM

$32M

Regulatory assets under management

Employees

552 client accounts

Services offered by KEYSTONE WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KEYSTONE WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Gordon Levi Nelson offer?

Gordon Levi Nelson specializes in Financial Planning, Investment Management.

What are Gordon Levi Nelson's credentials?

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

Where is Gordon Levi Nelson located?

Gordon Levi Nelson is based in LOGAN, Utah, last registered with KEYSTONE WEALTH ADVISORS, LLC.

How does Gordon Levi Nelson charge for services?

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

How large is KEYSTONE WEALTH ADVISORS, LLC?

KEYSTONE WEALTH ADVISORS, LLC has approximately 3 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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