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RIA / WealthAdvisorChartered Financial Analyst21 years in industry

Phillip Nelson

Advisor at PERSIUM ADVISORS, LLC

ATLANTA, GA

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Search this name across graphsid dfx:ria:e8d6cfa9-e630-3885-26f5-ff033d8bf9cb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jan 3, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PERSIUM ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 2, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S66
First exam: Dec 2, 2004
First registration: Jan 3, 2005
Dual registered: no
Other names: PHILLIP WAYNE NELSON|PHILLIP WAYNE NELSON
IAPD individual key: 4838890

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PERSIUM ADVISORS, LLC	Independent wealth	Jun 9, 2026	n/a	yes	ATLANTA, GA	Current employment
FERGUSON SHAPIRO LLC	Independent wealth	Apr 22, 2024	May 1, 2026	no	DECATUR, GA	Previous registration
MEADOW CREEK WEALTH ADVISORS, LLC	Independent wealth	Aug 13, 2018	Apr 1, 2024	no	ATLANTA, GA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	May 14, 2013	Aug 14, 2018	no	MINNEAPOLIS, MN\|ATLANTA, GA\|ATLANTA, GA\|ATLANTA, GA\|MINNEAPOLIS, MN	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Jan 3, 2005	Apr 29, 2013	no	ATLANTA, GA\|ATLANTA, GA\|ATLANTA, GA\|ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FERGUSON SHAPIRO LLC	PERSIUM ADVISORS, LLC	May 1, 2026	Jun 9, 2026	39	Firm change	RIA to RIA
MEADOW CREEK WEALTH ADVISORS, LLC	FERGUSON SHAPIRO LLC	Apr 1, 2024	Apr 22, 2024	21	Firm change	RIA to RIA
WELLS FARGO ADVISORS	MEADOW CREEK WEALTH ADVISORS, LLC	Aug 14, 2018	Aug 13, 2018	-1	Firm change	Wirehouse to new firm
SUNTRUST INVESTMENT SERVICES, INC.	WELLS FARGO ADVISORS	Apr 29, 2013	May 14, 2013	15	Firm change	Other

Relationships

Registered with (5)

→ PERSIUM ADVISORS, LLCRegistered adviserregistration: current employment
Jun 9, 2026 to presentfactForm ADV
→ FERGUSON SHAPIRO LLCRegistered adviserregistration: previous registration
Apr 22, 2024 to May 1, 2026factForm ADV
→ MEADOW CREEK WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 13, 2018 to Apr 1, 2024factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
May 14, 2013 to Aug 14, 2018factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jan 3, 2005 to Apr 29, 2013factForm ADV

Dated events

Occurred
May 1, 2026
Advisor changed firm
Phillip Nelson left Ferguson Shapiro Llc for Persium Advisors, Llc (registered 2026-06-09)
Form ADVobserved 5 days ago
Occurred
Apr 1, 2024
Advisor changed firm
Phillip Nelson left Meadow Creek Wealth Advisors, Llc for Ferguson Shapiro Llc (registered 2024-04-22)
Form ADVobserved 5 days ago