Unclaimed Profile

Taylor Jerome Nelson

CARY STREET PARTNERS INVESTMENT ADVISORY LLC·RICHMOND, Virginia

SIE, Series 7, Series 7TO, Series 14, Series 24, Series 27, Series 63, Series 65PFSClean record26 years registeredCARY STREET PARTNERS INVESTMENT ADVISORY LLC

1210 E. CARY STREET, RICHMOND, VA 23219CRD# 1187447Firm CRD# 128545

Profile Verification

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

Identity

Taylor Jerome Nelson · RICHMOND, VA

Registration

CRD #1187447 · CARY STREET PARTNERS INVESTMENT ADVISORY LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CARY STREET PARTNERS INVESTMENT ADVISORY LLC

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Jun 2007 – Jul 2013

RICHMOND, VA

WACHOVIA SECURITIES, LLC

Dec 2005 – Mar 2007

GLEN ALLEN, VA

WACHOVIA SECURITIES, LLC

Oct 1999 – Aug 2004

GLEN ALLEN, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 14

Series 24

Series 27

Series 63

Series 65

Registration record

First registered · October 1, 1999

Years registered · 26

Professional designation · PFS

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

CRD 128545 · SEC 801-64239

AUM

$7.0B

Regulatory assets under management

Employees

144

12,547 client accounts

Services offered by CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CARY STREET PARTNERS INVESTMENT ADVISORY LLC →

Introduction

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Frequently Asked Questions

What services does Taylor Jerome Nelson offer?

Taylor Jerome Nelson specializes in Financial Planning, Investment Management, Wealth Management.

What are Taylor Jerome Nelson's credentials?

Taylor Jerome Nelson holds the following professional designations: PFS. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Taylor Jerome Nelson located?

Taylor Jerome Nelson is based in RICHMOND, Virginia, last registered with CARY STREET PARTNERS INVESTMENT ADVISORY LLC.

How does Taylor Jerome Nelson charge for services?

Taylor Jerome Nelson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: revenue sharing with certain third parties. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CARY STREET PARTNERS INVESTMENT ADVISORY LLC?

CARY STREET PARTNERS INVESTMENT ADVISORY LLC has approximately 144 employees and manages $7.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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