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Kiersten Zaza Botelho

HERCULES ADVISER LLC·SAN MATEO, California
Clean recordHERCULES ADVISER LLC
1 NORTH B STREET, SAN MATEO, CA 94401CRD# 7719160Firm CRD# 310662

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kiersten Zaza Botelho · SAN MATEO, CA
Registration
CRD #7719160 · HERCULES ADVISER LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kiersten Zaza Botelho is a registered financial advisor based in SAN MATEO, California, affiliated with HERCULES ADVISER LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
HERCULES ADVISER LLC
HERCULES ADVISER LLC
AUM
$1.1B
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at HERCULES ADVISER LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7719160
Firm CRD# 310662
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kiersten Zaza Botelho offer?
Kiersten Zaza Botelho specializes in Retirement Planning. Contact their office in SAN MATEO, California for a consultation.
What are Kiersten Zaza Botelho's credentials?
Kiersten Zaza Botelho is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kiersten Zaza Botelho located?
Kiersten Zaza Botelho is based in SAN MATEO, California, working with HERCULES ADVISER LLC. Their office serves clients in the SAN MATEO metropolitan area and surrounding communities.
How does Kiersten Zaza Botelho charge for services?
Kiersten Zaza Botelho's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HERCULES ADVISER LLC?
HERCULES ADVISER LLC has approximately 3 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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