Stephen Philpott, financial advisor Menlo Park CA

Stephen Philpott

CRD Number: 3195871
Current Firm: Nelson Capital Management, LLC

Stephen Philpott (CRD# 3195871) is an Investment Advisor Representative working at Nelson Capital Management, LLC in Menlo Park, CA and has 1 year of experience in the finance industry. Stephen Philpott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Nelson Capital Management, LLC Menlo Park, CA May 2005 - Current 18

Stephen Philpott has no recent exams reported.
Contact Info for Stephen P. Philpott
Phone Number: (650) 322-4000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    638
    MILLIONS
  • Total Number of Accounts
    586
    ACCOUNTS
  • Average Account Value
    $1,088,135
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States

CA, CO, NE, NH, NY, WA

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