INTERSECT CAPITAL LLC

SAN RAMON, California·39 registered advisors·CRD# 122418
SEC# 801-618210925-790-2894
01

Firm Overview

AUM
$1.3B
Regulatory assets under management
Employees
4
Total firm employees
Advisors
39
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at INTERSECT CAPITAL LLC

39 registered advisors
Andrew J. Armanino
SAN RAMON, California
Brad Cless
SAN RAMON, California
Bruce Kirschenbaum
SAN RAMON, California
Christopher Moore
SAN RAMON, California
Dan Bowen
SAN RAMON, California
Daniel Jones
SAN RAMON, California
David Davis
SAN RAMON, California
David Lee
SAN RAMON, California
David Sordello
SAN RAMON, California
Ellerbe Malcolm
SAN RAMON, California
Herman Brause
SAN RAMON, California
Jeffrey Foster
SAN RAMON, California
Jeffrey Stegner
SAN RAMON, California
Jeremy Sucharski
SAN RAMON, California
John Brychel
SAN RAMON, California
John Dunican
SAN RAMON, California
John Horner
SAN RAMON, California
Jon Davies
SAN RAMON, California
Joshua Nevarez
SAN RAMON, California
Kevin Wise
SAN RAMON, California
Lindy Antonelli
SAN RAMON, California
Lori Colvin
SAN RAMON, California
Lynn Henley
SAN RAMON, California
Mark Wagner
SAN RAMON, California
Matthew Alexis Perreault
SAN RAMON, California
Matthew Armanino
SAN RAMON, California
Matthew Chavez
SAN RAMON, California
Monika Pelz
SAN RAMON, California
Paul O'grady
SAN RAMON, California
Paul Peterson
SAN RAMON, California
Ricardo Martinez
SAN RAMON, California
Robert Tuvell
SAN RAMON, California
Scott Borgia
SAN RAMON, California
Scott Copeland
SAN RAMON, California
Takashi Midorikawa
SAN RAMON, California
Theresa Brown
SAN RAMON, California
Thomas Gard
SAN RAMON, California
Thomas Mescall
SAN RAMON, California
Timothy Hourigan
SAN RAMON, California
05

Office Locations

SAN RAMON, California
39 advisors

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Data sourced from SEC Form ADV filings. INTERSECT CAPITAL LLC (CRD# 122418) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.