Austin Nelson has been an investment adviser representative at Atticus Wealth Management since May 2026, and is not listed among the firm’s executive officers or direct owners.
Atticus Wealth Management, LLC is a Palm Beach Gardens, FL firm with $565M under management, 429 clients and 7 advisers across 3 offices, as of its May 2026 filing.
- Atticus Wealth ManagementCurrent– present · under a yearPalm Beach Gardens, FL · Adviser representative · Firm CRD 296949
Investment adviser representative registrations
Austin Nelson is registered as an investment adviser representative in Florida, since May 2026.
- FloridaSince 22 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 April 2026 |
| Series 66 | Uniform Combined State Law Examination | 19 July 2025 |
| SIE | Securities Industry Essentials Examination | 24 June 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Austin James Nelson
- CRD
- 8072669
- Firm
- Atticus Wealth Management · CRD 296949
- Office
- 11380 PROSPERITY FARMS ROAD, SUITE 201, Palm Beach Gardens, FL 33410
- Registration
- Investment adviser registration
- In the industry since
- May 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Austin Nelson work?
Austin Nelson is an investment adviser representative registered through Atticus Wealth Management, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Austin Nelson a financial advisor?
Yes. Austin Nelson has a current investment-adviser registration in Florida, through Atticus Wealth Management since May 2026.
How many years of experience does Austin Nelson have?
Austin Nelson has 0 years in the financial industry, since May 2026, across 1 adviser firm.
What exams has Austin Nelson passed?
Austin Nelson has passed 3 licensing exams: the SIE, Series 66 and Series 65. The earliest, the SIE, was passed in June 2025.
Where is Austin Nelson based?
Austin Nelson’s registered office is in Palm Beach Gardens, FL.
Is Austin Nelson registered with FINRA?
No. Austin Nelson has no current broker registration.
How can I verify Austin Nelson’s record?
Search CRD 8072669 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Austin Nelson’s full registration record.