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 4 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 1 year 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 1 year 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 1 year 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 1 year 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 1 year of experience in the finance industry.

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