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Stephen Patrick Philpott

NELSON CAPITAL MANAGEMENT, LLC·MENLO PARK, California
Clean recordNELSON CAPITAL MANAGEMENT, LLC
545 MIDDLEFIELD ROAD, MENLO PARK, CA 94025CRD# 3195871Firm CRD# 129776

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Patrick Philpott · MENLO PARK, CA
Registration
CRD #3195871 · NELSON CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephen Patrick Philpott is a registered financial advisor based in MENLO PARK, California, affiliated with NELSON CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
NELSON CAPITAL MANAGEMENT, LLC
NELSON CAPITAL MANAGEMENT, LLC
AUM
$638M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at NELSON CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 3195871
Firm CRD# 129776
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stephen Patrick Philpott offer?
Stephen Patrick Philpott specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MENLO PARK, California for a consultation.
What are Stephen Patrick Philpott's credentials?
Stephen Patrick Philpott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Patrick Philpott located?
Stephen Patrick Philpott is based in MENLO PARK, California, working with NELSON CAPITAL MANAGEMENT, LLC. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.
How does Stephen Patrick Philpott charge for services?
Stephen Patrick Philpott's firm is compensated through percentage of aum, hourly charges. 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 10 employees and manages $638M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NELSON CAPITAL MANAGEMENT, LLC

Brooks Phillips Nelson
MENLO PARK, CA
Darcy Nelson Smoot
MENLO PARK, CA
Evan Philip Nelson
MENLO PARK, CA

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Research
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