Sam Nelson has a wide range of experience in various industries, starting from being an Intern at Barclays Wealth Management to holding multiple roles at Chipotle Mexican Grill. Currently, Sam is the Director of Advisory Operations at Choreo after working at Charles Schwab in various roles. Sam holds a Bachelor's degree in Finance from the University of Central Florida and an Associate's degree in General Studies from Florida State University.
December, 2022 - present
Director of Advisory Operations at Stratos Wealth Partners
Director Of Advisory Operations at STRATOS
Director Of Advisory Operations at MMG Real Estate Advisors
Director Of Advisory Operations at Private Client Services (PCS), Member FINRA, SIPC