William Nelson has been an investment adviser representative at Financial Gravity Family Office Services since September 2021, and is not listed among the firm’s executive officers or direct owners.
Financial Gravity Family Office Services, LLC is a Lakeway, TX firm with $590M under management, 1,724 clients and 16 advisers across 3 offices, as of its January 2026 filing.
William Nelson’s longest registration was 13 years at Eqis Capital Management (2004–2018). Before joining Financial Gravity Family Office Services in 2021, William Nelson was registered through Forta Financial Group, Inc. and Eqis Capital Management.
- – present · 5 yearsLas Vegas, NV · Adviser representative · Firm CRD 316024
- Financial Gravity Asset Management, Inc.Also current– present · 6 yearsLas Vegas, NV · Adviser representative · Firm CRD 144008
- Forta Financial Group, Inc.– · 3 yearsLas Vegas, NV · Adviser representative · Firm CRD 28784
- Eqis Capital Management– · 13 yearsSan Rafael, CA · Adviser representative · Firm CRD 126052
Investment adviser representative registrations
William Nelson is registered as an investment adviser representative in 22 states, as a resident of Texas. The first approvals date from December 2019; the most recent is Virginia, in December 2023.
- ArizonaSince 13 October 2023
- CaliforniaSince 28 August 2023
- ColoradoSince 28 August 2023
- FloridaSince 17 November 2023
- IllinoisSince 6 September 2023
- IndianaSince 17 October 2023
- LouisianaSince 29 August 2023
- MarylandSince 29 August 2023
- MichiganSince 30 August 2023
- MissouriSince 29 August 2023
- NebraskaSince 28 August 2023
- NevadaSince 25 April 2022
- New MexicoSince 29 August 2023
- New YorkSince 28 August 2023
- North CarolinaSince 28 August 2023
- OhioSince 29 August 2023
- PennsylvaniaSince 29 August 2023
- South CarolinaSince 29 August 2023
- TexasResidentSince 4 December 2019
- TexasSince 22 September 2021
- VirginiaSince 4 December 2023
- WisconsinSince 28 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 March 2004 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- William Robert Nelson
- CRD
- 4797755
- Firm
- Financial Gravity Family Office Services · CRD 316024
- Office
- Las Vegas, NV
- Registration
- Investment adviser registration
- In the industry since
- May 2004
- Disciplinary history
- Not yet shown here · SEC record
Where does William Nelson work?
William Nelson is an investment adviser representative registered through Financial Gravity Family Office Services, LLC since September 2021, and is not listed among the firm’s executive officers or direct owners.
Is William Nelson a financial advisor?
Yes. William Nelson has a current investment-adviser registration in Arizona, California, Colorado, Florida, Illinois, Indiana, Louisiana, Maryland, Michigan, Missouri, Nebraska, Nevada, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Texas, Virginia and Wisconsin, through Financial Gravity Family Office Services since September 2021.
How many years of experience does William Nelson have?
William Nelson has 22 years in the financial industry, since May 2004, across 4 adviser firms.
What exams has William Nelson passed?
William Nelson passed the Series 65 in March 2004.
Where did William Nelson work before Financial Gravity Family Office Services?
Before Financial Gravity Family Office Services, William Nelson was registered through Eqis Capital Management, May 2004 to February 2018.
Where is William Nelson based?
William Nelson’s registered office is in Las Vegas, NV.
Is William Nelson registered with FINRA?
No. William Nelson has no current broker registration.
How can I verify William Nelson’s record?
Search CRD 4797755 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Nelson’s full registration record.