Cecelia Nelson

Employer firm

Park Avenue Securities LLC CRD 46173

$19.6B regulatory AUM 38,649 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 06/2023 → 05/2025
  National Life Group
  Atlanta, GA
• 07/2023 → 05/2025
  Equity Services Inc
  Montpelier, VT
• 05/2022 → 05/2025
  Commonwealth Of Atlanta
  Atlanta, GA
• 08/2021 → 07/2022
  Morgan & Morgan Pllc
  Alpharetta, GA
• 10/2019 → 08/2021
  Self & Associates
  Atlanta, GA
• 04/2017 → 10/2019
  Cobb County Government
  Marietta, GA
• 08/2014 → 04/2017
  Cobb County Schools
  Marietta, GA
• 04/2025 → Present
  Guardian Life Insurance Company
  Atlanta, GA
• 05/2025 → Present
  Park Avenue Securities
  Atlanta, GA

Previous Registrations

• 2024-12-05 → 2025-04-14
  Equity Services, Inc.
  Alpharetta, GA
  Montpelier, VT

Other Businesses

1.Insurance other than Guardian, Start: 03/31/2022, Address: 6707 Jules Trace, Palmetto, Georgia 30268, 7 total hours per month; 7 hours during securities trading hours, Investment Related, Less than 10% Annual Compensation, 2. CZN Acquisitions LLC, Start: 03/21/2024, Address: 8735 Dunwoody Pl, Suite N, Atlanta, Georgia 30305, 5 total hours per month; 0 hours during securities trading hours, Investment Related, Greater than 10% Annual Compensation, 3. Nelson Wealth Strategies, LLC, Start: 8/18/2025, Address: 3565 Piedmont Rd NE Bldg 4, Suite 340, Atlanta, GA 30305, 0 total hours per month, Investment Related, Less than 10% Annual Compensation,

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-12-04
• S65 Uniform Investment Adviser Law Examination
  2024-12-03

Other Names

• Cecelia G Dean
• Cecelia G Nelson
• Cecelia Giovanni