Wyatt Nelson

Employer firm

Openarc Corporate Advisory, LLC CRD 336837

$10.1B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2023 → 09/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 06/2022 → 12/2022
  Cibc Private Wealth Us
  Atlanta, GA
• 05/2021 → 08/2021
  Temporary Accommodations
  Atlanta, GA
• 05/2019 → 07/2020
  Shiplify, Llc
  Atlanta, GA
• 08/2018 → 12/2022
  Georgia Institute Of Technology
  Atlanta, GA
• 08/2011 → 05/2018
  The Lovett School
  Atlanta, GA
• 02/2023 → 09/2025
  Bank Of America, N.A.
  Atlanta, GA
• 09/2025 → Present
  Openarc Corporate Advisory
  Atlanta, GA

Previous Registrations

• 2023-08-08 → 2025-09-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2023-08-04

Other Names

• Wyatt Richard Nelson