David Jay Nelson
Investment adviser representative at Cetera Investment Advisers LLC
36 yearsExperience
3 statesRegistered in
$256.8BFirm assets
42 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 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
36 years in the industry.
- Altitude Evergreens, LLCAug 2023 to now
- Cetera Investment Advisers LLCJun 2023 to now
- Altitude Investment Management, LLCMar 2022 to now
- Cetera Wealth Services, LLCJun 2021 to now
- Nfg Advisors LLCAug 2020 to now
- Tax Planning AssociationSep 1990 to now
- Voya Financial AdvisorsSep 2014 to Jun 2021
- Nelson Financial GroupAug 2002 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (PA, TX, UT).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 2282250
- Firm CRD
- 105644