UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
New
Trinity Nelson
Financial advisor at Equitable Advisors
Trinity Nelson is a fiduciary financial advisor in Dallas, Texas, registered since Aug 2026. Trinity joined Equitable Advisors in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Equitable Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
ExperienceNew to the profession (since Aug 2026)
How that compares ?New to the profession
Office12377 Merit Drive Suite 1500, Dallas, TX 75251
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?1 state
Services through Equitable Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational 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.
Series 66Uniform Combined State Law Examination
Career
- Sep 2026 – nowEquitable Advisors, LLCCurrent firm
Contact Trinity
Local office(817) 806-3600Ask for Trinity. (212) 314-4600Main office · New York, NY 12377 Merit Drive Suite 1500Dallas, TX 75251Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask Trinity
Tailored to Trinity’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- 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 Trinity
How do I contact Trinity?
Call Trinity’s local office at (817) 806-3600 or the Equitable Advisors main office at (212) 314-4600, and ask for Trinity Nelson.
How long has Trinity been a financial advisor?
Trinity is new to the profession, registered since Aug 2026, and holds 1 license.
What licenses does Trinity hold?
Series 66. Tap any license on this page to see what it allows.
Is Trinity a fiduciary?
Trinity is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Trinity paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Trinity for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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