Best Investors
Account
Sign in
Cs Advisors Inc. CRD 130729
$118M regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7999 N Federal Hwy Suite 101, Boca Raton, FL 33487 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-06-08 |
Branch Locations
7999 N Federal Hwy Suite 101, Boca Raton, FL 33487 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Variant Trading Institutional Group | Boca Raton | FL | 10/2009 | 01/2018 |
| Private Advisor Group, Llc | Morristown | NJ | 01/2018 | 06/2020 |
| Cs Advisors Inc. | Boca Raton | FL | 06/2020 | Present |
| Scale Advisory Group Llc | Jupiter | FL | 03/2020 | 10/2025 |
| Scale Consulting Group, Llc | Jupiter | FL | 03/2023 | Present |
| Scaleholo Llc | Jupiter | FL | 05/2025 | Present |
Mr. Nalley is the owner and managing principal of Scale Consulting Group, LLC ("Scale Consulting"). Through ScaleConsulting, Mr. Nalley offers executive coaching, consulting, and financial planning for small to mid-sized independent business owners and professionals in all areas of their practice, including their business and personal goals. Mr. Nalley is also part owner of SCALEHOLO LLC, an education platform used to support financial planning, decision-making, and family alignment services. The platform may include planning tools, educational materials, and facilitated discussions designed to enhance client understanding and execution of financial strategies. Additionally, Mr. Nalley is the manager of EPN Limited Partnership, an entity that serves as a family-related investment vehicle. He manages the time allocated to these different entities in a manner so that it does not conflict with his responsibilities at CS Advisors.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-20 |
Reach out to this advisor