Nelson Martin eason bonney Reveley
Investment adviser representative at Alpha Omega Wealth Management, LLC
10 yearsExperience
2 statesRegistered in
$1BFirm assets
17 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
Experience
10 years in the industry.
- Alpha Omega Wealth Management, LLCApr 2021 to now
- Alpha Omega Investment AdvisorsOct 2020 to now
- Rva Rapid TransitAug 2020 to Dec 2021
- Virginia Center for Inclusive CommunitiesSep 2019 to Feb 2021
- UnemployedMay 2019 to Aug 2019
- Union Presbyterian Seminary & Randolph Macon CollegeJan 2019 to Apr 2019
- Thriving Cities GroupNov 2016 to Dec 2018
- University of VirginiaAug 2011 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Alpha Omega Wealth Management, LLC
$1BAssets managed
490Clients
9Advisers
17 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
- 7325864
- Firm CRD
- 149842