DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Zachary Alexander Nelson

Wellth Advisory Services, LLCinstitutionalShorewood, Il IA-onlyIAPD 5122681

Certified Financial Planner

Feed of 09/14/2026

Also filed as Zachary A Nelson

At current firm

2 y

since Jun 28, 2024

In the industry

20 y

since Jan 1, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Wellth Advisory Services, LLC institutional current
since Jun 28, 2024 · Redwood City, Ca
Global Retirement Partners LLC institutional
Apr 22, 2024 to Jul 5, 2024 · San Rafael, Ca
Newfront Retirement Services, Inc. institutional
Jul 26, 2023 to Apr 15, 2024 · Sandy, Ut
Fidelity Personal And Workplace Advisors former
Jul 13, 2018 to Jul 26, 2023 · Boston, Ma
Strategic Advisers LLC national BD
May 26, 2011 to Jul 13, 2018 · Salt Lake City, Ut

Moves

a registration end followed by a registration begin elsewhere

Global Retirement Partners LLC to Wellth Advisory Services, LLC
left Jul 5, 2024, registered Jun 28, 2024 (-7 days) · corporate re-registration, not a move
Newfront Retirement Services, Inc. to Global Retirement Partners LLC
left Apr 15, 2024, registered Apr 22, 2024 (7 days) · Other
Fidelity Personal And Workplace Advisors to Newfront Retirement Services, Inc.
left Jul 26, 2023, registered Jul 26, 2023 (0 days) · Other
Strategic Advisers LLC to Fidelity Personal And Workplace Advisors
left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move

Signals

Zachary Alexander Nelson left Newfront Retirement Services, Inc. for Global Retirement Partners Llc (registered 2024-04-22)
Apr 15, 2024 · Advisor changed firm · fact
Zachary Alexander Nelson left Fidelity Personal And Workplace Advisors for Newfront Retirement Services, Inc. (registered 2023-07-26)
Jul 26, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Institutional managerderived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address