Stephen Craig Nelson
Investment adviser representative at United Brokerage Services Inc
15 yearsExperience
5 statesRegistered in
$372.3MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- United Brokerage Services, IncMay 2017 to now
- Raymond James Financial Services Advisors Inc.Apr 2016 to Apr 2017
- Raymond James Financial Services, Inc.Mar 2016 to Apr 2017
- Cardinal BankJan 2011 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 5 states (DC, FL, MD, SC, VA).
United Brokerage Services Inc
Legal name: United Brokerage Services, Inc
$372.3MAssets managed
1,390Clients
57Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1632940
- Firm CRD
- 39062