NELSON IVEST BROKERAGE SERVICES, INC.
Firm details
- Headquarters
- WINTER PARK, Florida
- CRD number
- 3002
- Registered since
- August 20, 1981
- Website
- www.linkedin.com
Firm profile
FINTRXOverview
Nelson Ivest Brokerage Services, Inc. is recorded as a corporate entity that first registered with the SEC in 1981. The dataset lists its ownership as a domestic entity/individual and assigns an "Unclassified" firm type. The profile indicates the firm does not act as a capital allocator and is not identified as a multi-state adviser, pension consultant, related adviser, or an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 6Zachary Keister
Relationship CoordinatorCRD 7465059
Daniel Sperry
Relationship CoordinatorCRD 8185639
JOEL GARRIS
President, CEOCRD 3142942
Contacts
3 of 6Carolyn Grzan
Office ManagerCRD 7465018
Kristin Castello
Financial PlannerCRD 7133143
ANDREW BALLENTINE
Associate AttorneyCRD 4683797
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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