Nelson Roberts Investment Advisors LLC
Legal Name: NELSON ROBERTS INVESTMENT ADVISORS, LLC
545 MIDDLEFIELD ROAD, SUITE 200, MENLO PARK, CA
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Other Info
Nelson Roberts Investment Advisors LLC is legally known as NELSON ROBERTS INVESTMENT ADVISORS, LLC. It is a CA Limited Liability Company. This firm has 9 employees, of which 7 are employees in advisory roles. It serves 1 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jan 2, 2004.
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Direct Owners
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BRIAN PATRICK ROBERTS
MEMBER owns more than 25% but less than 50%
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BROOKS PHILLIPS NELSON
PRESIDENT owns more than 50% but less than 75%
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STEPHEN PATRICK PHILPOTT
MEMBER AND CHIEF COMPLIANCE OFFICER owns less than 5%
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Period of report:
Jun 30, 2019
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Effectiveness Date:
Jul 25, 2019
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