Nelson Greene is a CFP-designated registered investment advisor at Highline Private Wealth, LLC, based in Jacksonville, FL, with 5 years of industry experience. Nelson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 7 clients with $1.3M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Jacksonville, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nelson works full-time as a Solutions Consultant for SS&C Technologies, Inc., a technology provider, consulting with clients during software evaluations since April 2024. This activity is not investment-related.
Employment History
Current Registrations
Highline Private Wealth, LLC
Previous Registrations
Financial Independence Advisors, LLC
Parkside Investments, LLC
TD Ameritrade, INC.Broker
State Registrations1 state
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