Austin James Nelson
Investment adviser representative at Atticus Wealth Management
16 yearsExperience
1 stateRegistered in
$565.3MFirm assets
8 yearsFirm in business
Are you Austin James 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
16 years in the industry.
- Atticus Wealth ManagementFeb 2026 to now
- StudentSep 2010 to now
- Eastpointe Country ClubSep 2025 to Jan 2026
- Evershore FinancialMay 2025 to Nov 2025
Exams passed
- Series 66 · Uniform Combined State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Atticus Wealth Management
Legal name: Atticus Wealth Management, LLC
$565.3MAssets managed
429Clients
8Advisers
8 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
- 8072669
- Firm CRD
- 296949