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Scott Thomas Nelson

Sensible Investment Strategies, LLC

Phoenix, AZ

CRD 2041553

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Employer firm

Sensible Investment Strategies, LLC CRD 128079

$24.4M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Sensible Investment Strategies, Llc

Phoenix, AZ • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2003-09-09
  • AZ RA
    APPROVED
    Since 2003-09-09

Branch Locations

Phoenix, AZ • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Sensible Investment Strategies Phoenix AZ 08/2003 Present
  • 08/2003 → Present
    Sensible Investment Strategies
    Phoenix, AZ
Previous Registrations
Other Businesses

Scott T. Nelson is the Sole Member (100% owner) of Hit the Ball Better LLC ("HTBB"). HTTB is in the business of providing golf instruction and is not investment-related. HTBB is located at 15801 S. 27th St. Phoenix, AZ 85048. Mr. Nelson started HTBB in January 2012, and spends approximately 5-10 hours/month on HTBB, which are outside of normal securities trading hours. Mr. Nelson's primary role is to provide golf instruction to individual golfers.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-01-10
S63 Uniform Securities Agent State Law Examination 1990-03-28
  • S65 Uniform Investment Adviser Law Examination
    1996-01-10
  • S63 Uniform Securities Agent State Law Examination
    1990-03-28
Designations
  • Certified Financial Planner

View on SEC IAPD

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