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NELSON CAPITAL MANAGEMENT, LLC
NELSON CAPITAL MANAGEMENT, LLC
NELSON CAPITAL MANAGEMENT
FOSTER CITY, California
·
4 registered advisors
·
CRD# 123513
SEC# 801-61664
650-376-6550
01
Firm Overview
AUM
$1.9B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at NELSON CAPITAL MANAGEMENT, LLC
4 registered advisors
Eugenia Tsvetkova
FOSTER CITY, California
CFA
CRD# 6299560
Lloyd Sherer Kurtz
FOSTER CITY, California
CRD# 4975625
Scott Craig Benner
FOSTER CITY, California
CRD# 1174914
Suanne Marie Ramar
PALO ALTO, California
CRD# 801199
05
Office Locations
FOSTER CITY, California
3 advisors
PALO ALTO, California
1 advisor
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Data sourced from SEC Form ADV filings. NELSON CAPITAL MANAGEMENT, LLC (CRD# 123513) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.