Nelson Roberts Investment Advisors LLC
Legal Name: NELSON ROBERTS INVESTMENT ADVISORS, LLC
545 MIDDLEFIELD ROAD, SUITE 200, MENLO PARK, CA
Full Contact Details
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.
Website
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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Top Holdings
Period of report:
Jun 30, 2019
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Effectiveness Date:
Jul 25, 2019
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