NC
CFP
NC
CFP

Nelson Couto

29 Years of Experience
South Orange, NJ
BrokerSells Insurance

Nelson Couto is a CFP-designated registered investment advisor, based in South Orange, NJ, with 29 years of industry experience.

Location

15 Village Plaza, South Orange, NJ, 07079

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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 ActivitiesSells Insurance

Nelson sells equity indexed annuities through Avantax Insurance Agency Inc, dedicating minimal time to this. He is also a partner at Couto Defranco, P.A. for accounting and tax services, spending about a quarter of his time, and co-executor of his father's estate, spending minimal time.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
May 2002 - September 2025 · 23 yrs 4 mos
Avantax Investment Services, INC.Broker
September 1996 - September 2025 · 29 yrs
State Registrations9 states
AZCOFLNJNYOHPAVAVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Nelson Couto - Financial Advisor | TrueAdvisor