Scott Benner, financial advisor Palo Alto CA
96 score

Scott Benner

CRD Number: 1174914
Current Firm: Nelson Capital Management

Scott Benner (CRD# 1174914) is an Investment Advisor Representative working at Nelson Capital Management in Palo Alto, CA and has over 19 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Wells Fargo Private Investment Advisors/nelson Capital Mgmt Palo Alto, CA Feb 2004 - Current 12
Wells Fargo San Francisco, CA May 2003 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2000
S65 NASAA Investment Advisors Law Examination Nov 1996
Contact Info for Scott C. Benner
Phone Number: 650-376-6550
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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