Scott Nelson has been an investment adviser representative at Nova Wealth Management since May 2023, and is not listed among the firm’s executive officers or direct owners. Scott Nelson holds an MBA in Business/Accounting from the University of Phoenix.
Nova Wealth Management, Inc. is a Bonita Springs, FL firm with $248M under management, 268 clients and 7 advisers across 3 offices, as of its March 2026 filing.
Scott Nelson is Wealth Advisor of Nova Wealth Management, where he has been an Investment Adviser Representative since 04/2023. He has been a Certified Public Accountant and Principal of Nelson CPA, Inc. since 03/2019. His earlier roles include Finance Business Partner at Herc Rentals Inc., Certified Public Accountant at Lasker, Kim & Co. LLP and Financial Accounting Manager at HO Sports Inc.
- Nova Wealth Management, Inc.Current– present · 3 yearsBonita Springs, FL · Adviser representative · Firm CRD 169450
Professional designations
Listed by Nova Wealth Management
- CPA
Investment adviser representative registrations
Scott Nelson is registered as an investment adviser representative in Florida, since May 2023.
- FloridaSince 22 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 April 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Scott Tracy Nelson
- CRD
- 7736868
- Firm
- Nova Wealth Management · CRD 169450
- Office
- 24311 WALDEN CENTER DR, SUITE 200, Bonita Springs, FL 34134
- Registration
- Investment adviser registration
- In the industry since
- May 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- novawealthmanagement.com
Where does Scott Nelson work?
Scott Nelson is an investment adviser representative registered through Nova Wealth Management, Inc. since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is Scott Nelson a financial advisor?
Yes. Scott Nelson has a current investment-adviser registration in Florida, through Nova Wealth Management since May 2023.
How many years of experience does Scott Nelson have?
Scott Nelson has 3 years in the financial industry, since May 2023, across 1 adviser firm.
What exams has Scott Nelson passed?
Scott Nelson passed the Series 65 in April 2023.
Where is Scott Nelson based?
Scott Nelson’s registered office is in Bonita Springs, FL.
Is Scott Nelson registered with FINRA?
No. Scott Nelson has no current broker registration.
How can I verify Scott Nelson’s record?
Search CRD 7736868 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Scott Nelson’s full registration record.
