Zachary Angel Nelson

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 01/2012 → 09/2022
  The Pillar Network
  Wake Forest, NC
• 11/2022 → Present
  Armstrong Wealth Management
  Wake Forest, NC
• 12/2022 → Present
  Osaic Wealth Inc.
  Wake Forest, NC
• 12/2022 → Present
  Armstrong Wealth Management
  Wake Forest, NC

Other Businesses

1. RALEIGH RACQUET CLUB POSITION: Tennis trainer NATURE: Tennis trainer - lessons INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 5516 Falls of Neuse Road, Raleigh NC 27609, United States DESCRIPTION: I provide tennis lessons rarely for Raleigh Racquet Club. Function as a substitute a handful of times a year. 2. NELSON ADVISORY GROUP LIMITED POSITION: CEO NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 10/17/2023 ADDRESS: 4104 Green Drake Drive, Wake Forest NC 27587, United States DESCRIPTION: This is an S corporation created for accounting purposes only. No marketing activity under this name. 3. ARMSTRONG WEALTH MANAGEMENT POSITION: Assistant to the OSJ/Wealth Manager NATURE: I believe it is an S Corporation. INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 12/17/2022 ADDRESS: 6549 Wakefalls Drive, Wake Forest NC 27587 DESCRIPTION: I am one of the assistants to the OSJ, and serve as an OSJ delegate. I assist in supervision, portfolio reviews, and servicing our clients. 4. JAMES E ARMSTRONG JR. POSITION: Assistant to James E Armstrong NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 4 START DATE: 06/05/2024 ADDRESS: 6549 Wakefalls Drive, Wake Forest NC 27587, United States DESCRIPTION: I service clients insurance needs as an assistant to James E. Armstrong Jr. All insurance is done under James E. Armstrong Jr., which is done under the firm. 5.T & N ADVISORY SERVICES, LLC POSITION: Co-Owner NATURE: The LLC serves strictly as a non-securities administrative operating entity and overhead cost center for my practice and my com-member's practice. Its sole function is to lease office space, maintain shared software/equipment, and process payroll for shared administrative staff. Securities-Related Scope & Compliance: While selected as "yes" for investment-related activity to reflect that the administrative staff directly support our securities and advisory practices, the LLC itself does not conduct, broker, or advise on any securities transactions, or does it receive client fees or commissions. All employees (both registered and non-registered) perform securities-related services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 08/17/2026 ADDRESS: 2049 Blue Spruce Drive, Winnabow NC 28479, United States DESCRIPTION: Process payroll for employees, handle payment of overhead expenses.

Exams

• S66 Uniform Combined State Law Examination
  2023-03-21

Designations

• Certified Financial Planner

Other Names

• Zach Nelson