Nerdwallet Advisory, LLC

Nerdwallet Advisory, LLC (CRD# 281485) is a financial advisory firm headquartered in San Francisco, CA. They serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Other
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.

AR, CA, CO, IL, LA, MD, MI, MN, NE, NJ, NY, OH, PA, TX, UT, VA

Financial Advisors at Nerdwallet Advisory, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Benjamin R. Luthi
CRD#: 5977193
123 W Cooper Ave, Saratoga Springs, UT 84045
90
Wealthminder
score

Benjamin Luthi (CRD# 5977193) is an Investment Advisor Representative working at Nerdwallet Advisory, LLC in Saratoga Springs, UT and has over 5 years of experience in the finance industry.

2
Kyle P. Ramsay
CRD#: 5547664
901 Market St, San Francisco, CA 94103
90
Wealthminder
score

Kyle Ramsay (CRD# 5547664) is an Investment Advisor Representative working at Nerdwallet Advisory, LLC in San Francisco, CA and has 1 year of experience in the finance industry.

3
Courtney L. Alev
CRD#: 6584135
901 Market St, San Francisco, CA 94103
87
Wealthminder
score

Courtney Alev (CRD# 6584135) is an Investment Advisor Representative working at Nerdwallet Advisory, LLC in San Francisco, CA and has over 2 years of experience in the finance industry.

4
Lindsay M. Konsko
CRD#: 6584112
Alexandria, VA
87
Wealthminder
score

Lindsay Konsko (CRD# 6584112) is an Investment Advisor Representative working at Nerdwallet Advisory, LLC in Alexandria, VA and has over 2 years of experience in the finance industry.

5
Edward G. Ober
CRD#: 5937305
901 Market St, San Francisco, CA 94103
87
Wealthminder
score

Edward Ober (CRD# 5937305) is an Investment Advisor Representative working at Nerdwallet Advisory, LLC in San Francisco, CA and has over 2 years of experience in the finance industry.

6
Allyson M. Soohoo
CRD#: 6584234
901 Market St, San Francisco, CA 94103
87
Wealthminder
score

Allyson Soohoo (CRD# 6584234) is an Investment Advisor Representative working at Nerdwallet Advisory, LLC in San Francisco, CA and has over 2 years of experience in the finance industry.

7
Cynthia S. Sun
CRD#: 5927449
901 Market St, San Francisco, CA 94103
87
Wealthminder
score

Cynthia Sun (CRD# 5927449) is an Investment Advisor Representative working at Nerdwallet Advisory, LLC in San Francisco, CA and has over 2 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.