Zachary Alexander Nelson

Employer firm

Wellth Advisory Services, LLC CRD 330537

$26.7B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2006 → 07/2023
  Fidelity Investments
  Salt Lake City, UT
• 07/2023 → 04/2024
  Newfront Retirement Services, Inc.
  San Francisco, CA
• 07/2023 → 04/2024
  Abd Insurance & Financial Services, Inc.
  San Mateo, CA
• 04/2024 → 06/2024
  Global Retirement Partners, Llc
  San Rafael, CA
• 06/2024 → Present
  Wellth Advisory Services, Llc
  Shorewood, IL

Previous Registrations

• 2024-04-22 → 2024-07-05
  Global Retirement Partners Llc
  Redwood City, CA
  San Rafael, CA
• 2023-07-26 → 2024-04-15
  Newfront Retirement Services, Inc.
  Sandy, UT
  San Mateo, CA
• 2018-07-13 → 2023-07-26
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2011-05-26 → 2018-07-13
  Strategic Advisers Llc
  Salt Lake City, UT
  Sandy, UT

Exams

• S66 Uniform Combined State Law Examination
  2011-06-07
• S63 Uniform Securities Agent State Law Examination
  2006-06-09

Designations

• Certified Financial Planner

Other Names

• Zachary A Nelson
• Zach Nelson