CN
CN

Christopher C Nelson

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
37 advisors
Number of Clients
1,720 clients
Average Client Portfolio
$908K average
Assets Under Management
$1.6B

Fee Structure

Loading...

Location

3000 Westchester Avenue, Suite 206, Purchase, NY, 10577

Get directions

History

Regulatory History
Clean regulatory record

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

Christopher is a board member for Palmer Square Capital BDC Inc., an investment-related business development company. He attends quarterly board meetings, dedicating minimal time to this activity.

Employment History
Current Registrations
Seacrest Wealth Management, LLC
May 2018 - Present · 7 yrs 9 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.