Investment adviser representative · Clear Trace, LLC
Edward E. Nelson IV
CRD 4700569 · Pewee Valley, KY
At a glance
Edward E. Nelson IV is an investment adviser representative with Clear Trace, LLC in Pewee Valley, KY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Edward’s SEC record dates to 2007, about 19 years ago. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Clear Trace, LLCSince August 2007Pewee Valley, KY · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- Chartered Financial Consultant
- Exams
- –
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Edward’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.