Unclaimed Profile

Scott Craig Benner

NELSON CAPITAL MANAGEMENT, LLC·FOSTER CITY, California

Series 63, Series 65Clean record26 years registeredNELSON CAPITAL MANAGEMENT, LLC

950 TOWER LANE, SUITE 1500, FOSTER CITY, CA 94404-2125CRD# 1174914Firm CRD# 123513

Profile Verification

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

Identity

Scott Craig Benner · FOSTER CITY, CA

Registration

CRD #1174914 · NELSON CAPITAL MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NELSON CAPITAL MANAGEMENT, LLC

NELSON CAPITAL MANAGEMENT

Oct 2009 – Dec 2016

PALO ALTO, CA

WELLS FARGO INVESTMENTS, LLC

Jul 2004 – May 2005

PALO ALTO, CA

WELLS FARGO INVESTMENTS, LLC

Feb 2000 – Jun 2003

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 63

Series 65

Registration record

First registered · February 10, 2000

Years registered · 26

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 Scott Craig Benner offer?

Scott Craig Benner specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Scott Craig Benner's credentials?

Scott Craig Benner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Craig Benner located?

Scott Craig Benner is based in FOSTER CITY, California, last registered with NELSON CAPITAL MANAGEMENT, LLC.

How does Scott Craig Benner charge for services?

Scott Craig Benner'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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