Andrew Eugene Nelson
Investment adviser representative at Pt Asset Management, LLC
23 yearsExperience
1 stateRegistered in
$11.3BFirm assets
32 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
23 years in the industry.
- Alps Distributors, Inc.Feb 2025 to now
- Pt Asset Management, LLCOct 2018 to now
- Performance Trust Capital Partners, LLCOct 2018 to Jan 2025
- Destra Capital Advisors, LLCJun 2018 to Sep 2018
- Destra Capital Investments LLCJul 2017 to Sep 2018
- UnemployedJan 2017 to Jun 2017
- Scudder Distributors, IncApr 2003 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (IL).
Pt Asset Management, LLC
$11.3BAssets managed
4Clients
10Advisers
32 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
- 2260419
- Firm CRD
- 107619