Sourcing
Firms
People
Sources
NELSON, ERIC, DANIEL
C
43
IAR CRD 3132084
·
Industry start 1998-11-12
Identity
Legal name
NELSON, ERIC, DANIEL
schedule a
CRD
3132084
NPN
—
Career
Previous employments
CHARLES SCHWAB & CO., INC.
2002-08-27
M&T SECURITIES, INC.
1999-10-07
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Current branches
—
Designations
—
Education
—
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Industry start
1998-11-12
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Est. age
50
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Age confidence
—
Est. birth year
1976
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BC active
No
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IA active
Yes
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Disclosures
Yes
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Private residence
No
Firm affiliations
1
SERVO WEALTH MANAGEMENT LLC
IAR · Direct Owner · 87.5% ownership
CRD 159367