Nelson Roberts Investment Advisors LLC
Legal Name: NELSON ROBERTS INVESTMENT ADVISORS, LLC
Full Contact Details
Nelson Roberts Investment Advisors LLC
545 MIDDLEFIELD ROAD, SUITE 200, MENLO PARK, CA
(650) 322-4000
650 322-4002
Other Info
Nelson Roberts Investment Advisors, LLC is a California-based Limited Liability Company that consists of a team of 9 employees, 7 of whom are advisory roles. The firm, which was approved by the US Securities and Exchange Commission on January 2, 2004, currently serves one client.
Nelson Capital Management - Menlo Park Financial Advisor
Nelson Capital Management - Get the financial freedom to achieve your dreams and secure the future for the ones you love. Menlo Park Financial Advisor
Website
Website
Nelson Capital Management - Menlo Park Financial Advisor
Nelson Capital Management - Get the financial freedom to achieve your dreams and secure the future for the ones you love. Menlo Park Financial Advisor
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Direct Owners
-
BRIAN PATRICK ROBERTS
MEMBER owns more than 25% but less than 50%
-
BROOKS PHILLIPS NELSON
PRESIDENT owns more than 50% but less than 75%
-
STEPHEN PATRICK PHILPOTT
MEMBER AND CHIEF COMPLIANCE OFFICER owns less than 5%
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News
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