NM
NM

Nelson Martins

25 Years of Experience
Melville, NY
1 DisclosureBroker

Nelson Martins is a registered investment advisor at Wells Fargo Advisors, based in Melville, NY, with 25 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

510 Broadhollow Rd., Ste 209, Melville, NY, 11747

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2013
Settled
Other Business Activities

Nelson serves as power of attorney for his father, an investment-related activity. He also has a 33% ownership stake in Hamlet Group Wealth Management, LLC, dedicating minimal time to it as a pass-through for Finet Practice.

Employment History
Current Registrations
Wells Fargo Advisors
January 2010 - Present · 16 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2010 - Present · 16 yrs 6 mos
Previous Registrations
Citigroup Global Markets INC.Broker
May 2007 - January 2010 · 2 yrs 8 mos
Citigroup Global Markets INC.
May 2007 - January 2010 · 2 yrs 8 mos
Citicorp Investment Services
December 2005 - May 2007 · 1 yr 5 mos
Citicorp Investment ServicesBroker
December 2005 - May 2007 · 1 yr 5 mos
Nfb Investment Services CORP.Broker
January 2005 - November 2005 · 10 mos
North Fork Financial Advisors LLC
August 2004 - November 2005 · 1 yr 3 mos
Greenpoint Securities LLCBroker
July 2004 - January 2005 · 6 mos
Maxim Group LLCBroker
October 2002 - July 2004 · 1 yr 9 mos
Investec Ernst & CompanyBroker
July 2000 - October 2002 · 2 yrs 3 mos
Sharpe Capital, INC.Broker
May 2000 - July 2000 · 2 mos
State Registrations40 states
AKALAZCACOCTDCDEFLGAIDILKYMAMDMEMIMONCNHNJNMNVNYOHOKORPAPRRISCTNTXUTVAVTWAWIWVWY
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 Martins - Financial Advisor | TrueAdvisor