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Erin Walters Nelson

23 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
37 advisors
Number of Clients
27 clients
Average Client Portfolio
$431.5M average
Assets Under Management
$11.6B

Fee Structure

Financial Planning:Investment management only
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Location

95 Wells Avenue, Suite 160, Newton, MA, 02459

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Erin is a Nu Skin brand affiliate since 2021, earning commissions on product sales. This activity takes about 10-20% of her time and is not investment-related.

Employment History
Current Registrations
Ascensus Investment Advisors, LLC
July 2024 - Present · 1 yr 7 mos
Ascensus Broker Dealer Services, LLC
August 2023 - Present · 2 yrs 6 mos
Ascensus Broker Dealer Services, LLCBroker
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
Newport Group Consulting, LLC
January 2018 - July 2024 · 6 yrs 6 mos
Newport Group Securities, INC.
May 2011 - December 2017 · 6 yrs 7 mos
Newport Group Securities, INC.Broker
April 2011 - August 2023 · 12 yrs 4 mos
Clark Securities, INC.Broker
August 2007 - April 2011 · 3 yrs 8 mos
Clark Securities, INC.Broker
September 2003 - September 2005 · 2 yrs
E*trade Advisory Services, INC.
May 2002 - June 2003 · 1 yr 1 mo
E*trade Securities LLCBroker
December 2001 - June 2003 · 1 yr 6 mos
Waddell & Reed, INC.Broker
May 2001 - December 2001 · 7 mos
AmeritradeBroker
July 1999 - April 2001 · 1 yr 9 mos
State Registrations2 states
MAVA
AdvisorBroker
Exams
No exam information available for this advisor.