Nelson Capital Management

Nelson Capital Management (CRD# 123513) is a financial advisory firm headquartered in Foster City, CA. They manage $1,853,059,890 in 1,094 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,853
    MILLION
  • Total Number of Accounts
    1,094
    ACCOUNTS
  • Average Account Value
    $1,693,839
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, ID, IL, MN, MO, NE, NY, OR, TX, WA

Financial Advisors at Nelson Capital Management
Showing 1 - 10 of 10 top financial advisors.
1
Scott C. Benner
CRD#: 1174914
1860 Embarcadero Road #140, Palo Alto, CA 94303
96
Wealthminder
score

Scott Benner (CRD# 1174914) is an Investment Advisor Representative working at Nelson Capital Management in Palo Alto, CA and has over 20 years of experience in the finance industry.

2
Jonathan L. Manchester
CRD#: 4622751
90 S. 7th Street, Floor 11, Minneapolis, MN 55402
96
Wealthminder
score

Jonathan Manchester (CRD# 4622751) is an Investment Advisor Representative working at Nelson Capital Management in Minneapolis, MN and has over 15 years of experience in the finance industry. Jonathan Manchester 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.

3
Lena M. McQuillen
CRD#: 4240883
950 Tower Lane, Suite 1500, Foster City, CA 94404
96
Wealthminder
score

Lena McQuillen (CRD# 4240883) is an Investment Advisor Representative working at Nelson Capital Management in Foster City, CA and has over 15 years of experience in the finance industry. Lena McQuillen 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.

4
Suanne M. Ramar
CRD#: 801199
1860 Embarcadero Road, Suite 140, Palo Alto, CA 94303
96
Wealthminder
score

Suanne Ramar (CRD# 801199) is an Investment Advisor Representative working at Nelson Capital Management in Palo Alto, CA and has over 21 years of experience in the finance industry.

5
Francois Marcoux
CRD#: 2942240
950 Tower Lane, Suite 1500, Foster City, CA 94404
93
Wealthminder
score

Francois Marcoux (CRD# 2942240) is an Investment Advisor Representative working at Nelson Capital Management in Foster City, CA and has over 13 years of experience in the finance industry.

6
Blaine C. Townsend
CRD#: 4232753
770 Tamalpais Drive, 2nd Floor, Suite 220, Amc A0663-021, Corte Madera, CA 94925
93
Wealthminder
score

Blaine Townsend (CRD# 4232753) is an Investment Advisor Representative working at Nelson Capital Management in Corte Madera, CA and has over 16 years of experience in the finance industry.

7
Stephanie Wo
CRD#: 4622788
1860 Embarcadero Road, Suite 140, Palo Alto, CA 94303
93
Wealthminder
score

Stephanie Wo (CRD# 4622788) is an Investment Advisor Representative working at Nelson Capital Management in Palo Alto, CA and has over 15 years of experience in the finance industry.

8
Lloyd S. Kurtz
CRD#: 4975625
1860 Embarcadero Road #140, Palo Alto, CA 94303
90
Wealthminder
score

Lloyd Kurtz (CRD# 4975625) is an Investment Advisor Representative working at Nelson Capital Management in Palo Alto, CA and has 1 year of experience in the finance industry.

9
Brian Lan
CRD#: 5552639
950 Tower Lane, Suite 1500, Foster City, CA 94404
90
Wealthminder
score

Brian Lan (CRD# 5552639) is an Investment Advisor Representative working at Nelson Capital Management in Foster City, CA and has 1 year of experience in the finance industry.

10
Kimberly E. Ryan
CRD#: 2928955
950 Tower Lane, Suite 1500, Foster City, CA 94404
90
Wealthminder
score

Kimberly Ryan (CRD# 2928955) is an Investment Advisor Representative working at Nelson Capital Management in Foster City, CA and has 1 year of experience in the finance industry.

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