Morgan Stanley
47yrs
Top advisor by experience in New York
4yrs
Ryan Nelson
Financial advisor at Eversource Wealth Advisors
Ryan Nelson has worked in the financial industry for 4 years and is a fiduciary financial advisor based in New York, New York. After a year at Equitable Advisors, Ryan joined Eversource Wealth Advisors in 2024, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 15438 advisors with offices in New York, and one of 14016 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
OfficeNew York, NY
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.18 million
Advisors at the firm75
States licensed ?1 state
Services through Eversource Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowEversource Wealth Advisors, LLCCurrent firm
- Oct 2023 – Jun 2024Equitable Advisors, LLCPreviously
Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ryan
How do I contact Ryan?
Call Eversource Wealth Advisors at 205-982-5515 and ask for Ryan Nelson. Ryan works from the New York, NY office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Ryan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
Eversource Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ryan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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