Unclaimed Profile

Suanne Marie Ramar

NELSON CAPITAL MANAGEMENT, LLC·PALO ALTO, California

Series 1, Series 40, Series 65Clean record23 years registeredNELSON CAPITAL MANAGEMENT, LLC

1860 EMBARCADERO ROAD, SUITE 140, PALO ALTO, CA 94303-3320CRD# 801199Firm CRD# 123513

Profile Verification

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

Identity

Suanne Marie Ramar · PALO ALTO, CA

Registration

CRD #801199 · NELSON CAPITAL MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

BAILARD, INC.

Sep 2016 – present

NELSON CAPITAL MANAGEMENT

Jan 2003 – Dec 2016

PALO ALTO, CA

Registrations & Exams

FINRA examinations passed

Series 1

Series 40

Series 65

Registration record

First registered · January 9, 2003

Years registered · 23

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 Suanne Marie Ramar offer?

Suanne Marie Ramar specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PALO ALTO, California for a consultation.

What are Suanne Marie Ramar's credentials?

Suanne Marie Ramar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Suanne Marie Ramar located?

Suanne Marie Ramar is based in PALO ALTO, California, working with NELSON CAPITAL MANAGEMENT, LLC. Their office serves clients in the PALO ALTO metropolitan area and surrounding communities.

How does Suanne Marie Ramar charge for services?

Suanne Marie Ramar'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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