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NEBULA RESEARCH & DEVELOPMENT LLC

· CRD 305128 · IAPD ↗ · nebularesearch.com · 646-547-1243

$0Regulatory AUM
6Advisory reps
11Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

50
July 2026 — NEBULA RESEARCH & DEVELOPMENT LLC (location n/a) left the SEC roster (was $0 RAUM, 6 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
62
April 2025 — NEBULA RESEARCH & DEVELOPMENT LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
April 2025 — NEBULA RESEARCH & DEVELOPMENT LLC crossed $1B in regulatory AUM ($727.3M -> $2.19B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
60
April 2024 — NEBULA RESEARCH & DEVELOPMENT LLC crossed $500M in regulatory AUM ($110.8M -> $727.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.