AdvisorOS Directory
Claim Profile
SR

Suanne Marie Ramar

NELSON CAPITAL MANAGEMENT, LLC·PALO ALTO, California
Unclaimed Profile
1860 EMBARCADERO ROAD, SUITE 140, PALO ALTO, CA 94303-3320CRD# 801199Firm CRD# 123513
01

About

Suanne Marie Ramar is a registered financial advisor based in PALO ALTO, 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
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NELSON CAPITAL MANAGEMENT, LLC
NELSON CAPITAL MANAGEMENT
AUM
$1.9B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at NELSON CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 801199
Firm CRD# 123513
5 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PALO ALTO?

Browse all registered financial advisors in PALO ALTO, California or claim this profile if it's yours.

Browse PALO ALTO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in PALO ALTO
Curtis K Myers — RED ROCK VENTURE MANAGEMENT, INC.Laura Brege — RED ROCK VENTURE MANAGEMENT, INC.Peter Dumanian — RED ROCK VENTURE MANAGEMENT, INC.Laura Gwosden — RED ROCK VENTURE MANAGEMENT, INC.Robert J. Todd — RED ROCK VENTURE MANAGEMENT, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile