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Andrew Nelson

33 Years of Experience
Melrose, MA
Broker

Andrew Nelson is a registered investment advisor, based in Melrose, MA, with 33 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold.

Location

Melrose, MA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Andrew works as a Fixed Income Director at PT Asset Management, an investment-related asset management firm. This role takes up a full-time commitment, with most of his time spent during trading hours.

Employment History
Current Registrations
Alps Distributors, INC.
February 2025 - Present · 1 yr 8 mos
Alps Distributors, INC.Broker
February 2025 - Present · 1 yr 8 mos
Pt Asset Management, LLC
October 2018 - Present · 8 yrs
Previous Registrations
Performance Trust Capital Partners, LLCBroker
October 2018 - January 2025 · 6 yrs 3 mos
Destra Capital Advisors LLC
July 2018 - October 2018 · 3 mos
Destra Capital Investments LLCBroker
August 2017 - October 2018 · 1 yr 2 mos
Deutsche Am Distributors, INC.Broker
May 2003 - January 2017 · 13 yrs 8 mos
Pioneer Funds Distributor, INC.Broker
April 2002 - May 2003 · 1 yr 1 mo
Putnam Retail Management Limited PartnershipBroker
December 1992 - April 2002 · 9 yrs 4 mos
State Registrations8 states
CTILMAMENHNYRIVT
AdvisorBroker

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Exams
No exam information available for this advisor.
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