Edward Francis Nelson
Investment adviser representative at Ae Wealth Management, LLC
13 yearsExperience
2 statesRegistered in
$49.8BFirm assets
10 yearsFirm in business
Are you Edward Francis Nelson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Ae Wealth Management, LLCJul 2026 to now
- Ae Financial Services, LLCJul 2026 to now
- Madison Avenue SecuritiesJul 2026 to now
- American Heritage FinancialJul 2017 to now
- Oneamerica SecuritiesSep 2018 to Jun 2026
- American United LifeJul 2018 to Jun 2026
- Mercury Alternatives Group LLCJun 2013 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Ae Wealth Management, LLC
$49.8BAssets managed
128,073Clients
464Advisers
10 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
- 1677566
- Firm CRD
- 282580