Unclaimed Profile

Lloyd Sherer Kurtz

NELSON CAPITAL MANAGEMENT, LLC·FOSTER CITY, California

Clean record16 years registeredNELSON CAPITAL MANAGEMENT, LLC

950 TOWER LANE, SUITE 1500, FOSTER CITY, CA 94404-2125CRD# 4975625Firm CRD# 123513

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lloyd Sherer Kurtz · FOSTER CITY, CA

Registration

CRD #4975625 · NELSON CAPITAL MANAGEMENT, LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NELSON CAPITAL MANAGEMENT, LLC

WELLS FARGO INVESTMENT INSTITUTE, INC.

Jan 2022 – May 2023

San Francisco, CA

NELSON CAPITAL MANAGEMENT

Oct 2009 – Dec 2016

PALO ALTO, CA

Registrations & Exams

Registration record

First registered · October 28, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NELSON CAPITAL MANAGEMENT, LLC

CRD 123513 · SEC 801-61664

AUM

$1.9B

Regulatory assets under management

Employees

1,094 client accounts

Services offered by NELSON CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NELSON CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Lloyd Sherer Kurtz offer?

Lloyd Sherer Kurtz specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Lloyd Sherer Kurtz's credentials?

Lloyd Sherer Kurtz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lloyd Sherer Kurtz located?

Lloyd Sherer Kurtz is based in FOSTER CITY, California, last registered with NELSON CAPITAL MANAGEMENT, LLC.

How does Lloyd Sherer Kurtz charge for services?

Lloyd Sherer Kurtz's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NELSON CAPITAL MANAGEMENT, LLC?

NELSON CAPITAL MANAGEMENT, LLC has approximately 20 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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