Steven Nelson is a registered investment advisor at Capinsights Partners, LLC, based in Greenwich, CT, with 11 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
48 Maple Avenue, Ste 101, Greenwich, CT, 06830
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Steven is the co-founder and CEO of CapInsights Partners, which provides consulting and placement agent services and will be used as a DBA for securities work.
Employment History
Current Registrations
Capinsights Partners, LLC
Old City Securities LLC
Old City Securities LLCBroker
Previous Registrations
Shelter Rock Capital Group LLCBroker
Blueprint Investment Partners LLC
Clarkston Capital Partners, LLC
Umb Distribution Services, LLCBroker
Quasar Distributors, LLCBroker
Hatteras CapitalBroker
Quasar Distributors, LLCBroker
State Registrations7 states
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.