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Nexus One Financial Advisors LLC

● SEC registered since 2025CRD 336809SEC# 801-134359Plano, TX
Export (members)
Reg. AUM
Employees
10
Accounts
Location
Plano, TX

Nexus One Financial Advisors LLC assets under management

Nexus One Financial Advisors LLC is an investment advisory firm registered with the SEC based in Plano, TX. The firm has been registered since 2025. It employs 10 people.

Nexus One Financial Advisors LLC owners & executives

6 reported
NameTitleOwnershipSince
Christopher Michael MortaraChief Compliance OfficerUnder 5%2025
Dmbph Holdings, LLC ControlParent/Holding CompanyOver 75%2025
Douglas Merrill Bartol ControlPrincipalUnder 5%2025
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Frequently asked questions

How many employees does Nexus One Financial Advisors LLC have?

Nexus One Financial Advisors LLC reports 10 employees.

Where is Nexus One Financial Advisors LLC located?

Nexus One Financial Advisors LLC is based in Plano, TX and has been SEC-registered since 2025.

Does Nexus One Financial Advisors LLC disclose fund performance?

Nexus One Financial Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5060 Tennyson Pkwy, Suite 300, Plano, TX 75024
Phone(214) 800-4442
Office hours8:30a.m. To 5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo