Nelson Ivest Brokerage Services, Inc.

Broker-DealerFINRA MemberEst. 1981
Total AUM
Advisory reps
11
Avg account
$0

Firm details

Headquarters
Winter Park, Florida
CRD number
3002
Registered since
August 20, 1981

Firm profile

FINTRX

Overview

Nelson Ivest Brokerage Services, Inc. is organized as a corporation and has been SEC-registered since 1981. Public filings describe the owner type as a combination of a domestic entity and an individual. The firm is categorized as unclassified in the available data and does not report acting as a capital allocator. It is not identified as an active ESG investor, not registered as a multi-state adviser, not newly formed, and is not listed as a pension consultant or related adviser. The firm has not provided details about its business activities, advisory services, or external affiliations.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • Zachary Keister

    Zachary Keister

    Relationship CoordinatorCRD 7465059

  • Daniel Sperry

    Daniel Sperry

    Relationship CoordinatorCRD 8185639

  • Joel Garris

    Joel Garris

    President, CEOCRD 3142942

Unlock 2 more executives

Contacts

3 of 6
  • Carolyn Grzan

    Carolyn Grzan

    Office ManagerCRD 7465018

  • Kristin Castello

    Kristin Castello

    Financial PlannerCRD 7133143

  • Andrew Ballentine

    Andrew Ballentine

    Associate AttorneyCRD 4683797

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Winter Park, FL

Orange

Location

Winter Park, FL

Headquartered in Winter Park, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Orange
Address
423 Country Club Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth