Daniel Nelson
Daniel Nelson is a registered investment advisor at Park Avenue Securities LLC, based in Austin, TX, with 16 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.
Location
1250 S. Capital of Texas Hwy, Suite 1-500, Austin, TX, 78746
Get directionsHistory
Regulatory History (3)
Judgment / Lien
December 2018Customer Dispute
January 2017Customer Dispute
December 2011Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Vanderbilt Securities, LLCBroker
Vanderbilt Advisory Services
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
LPL Financial LLCBroker
Capital One Advisors, LLC
Capital One Investing, LLCBroker
Capital One Financial Advisors LLC
Capital One Investment Services LLCBroker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Oppenheimer & CO. INC.Broker
Edward Jones
Edward JonesBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Meyers Associates, L.P.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations2 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.