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Brady Tyler Nelson

Royal Fund Management, LLC

Lady Lake, FL

Palm Coast, FL

CRD 6385399

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Employer firm

Royal Fund Management, LLC CRD 144434

$1.56B regulatory AUM 23 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • SUB-ADVISOR TO OTHER ADVISERS

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

Current Employers
Royal Fund Management, Llc

1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01

Branch Locations

1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States

Palm Coast, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Senior Benefits Of Northeast Florida Llc Palm Coast FL 11/2008 10/2016
Royal Fund Management, Llc The Villages FL 09/2014 Present
Berkshire Hathaway Homeservice Palm Coast FL 04/2017 01/2018
Holistic Financial Palm Coast FL 10/2016 Present
Watson Realty Corp Palm Coast FL 01/2018 02/2020
Exp Realty, Llc Palm Coast FL 02/2020 10/2022
Real Broker Llc Palm Coast FL 10/2022 Present
  • 11/2008 → 10/2016
    Senior Benefits Of Northeast Florida Llc
    Palm Coast, FL
  • 09/2014 → Present
    The Villages, FL
  • 04/2017 → 01/2018
    Berkshire Hathaway Homeservice
    Palm Coast, FL
  • 10/2016 → Present
    Holistic Financial
    Palm Coast, FL
  • 01/2018 → 02/2020
    Watson Realty Corp
    Palm Coast, FL
  • 02/2020 → 10/2022
    Exp Realty, Llc
    Palm Coast, FL
  • 10/2022 → Present
    Real Broker Llc
    Palm Coast, FL
Other Businesses

1) 10/2016 Holistic Financial.; owner/operator/insurance agent; non -investment related; insurance agency; 25 Claymont Ct. S., Palm Coast, FL 32137 ; 80 hrs. hours/month; 2-3 hours a day during securities trading hours; Customer service, sale of various insurance products, etc. 2) 10/2022 Real Broker, LLC; Investment Related; Realtor; 39899 Balentine Dr, Ste 200, Newark, CA 94560; 100 hours/month; 3 hours during trading hours (average of 3 hrs./day); Real Estate Services (Realtor - assisting buyers and sellers)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-08-01
  • S65 Uniform Investment Adviser Law Examination
    2014-08-01

View on SEC IAPD

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