Financial advisers in Menlo Park, California
14 profiles with reported offices in Menlo Park, California. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
Brooks NelsonPresidentNelson Capital ManagementCRD 1258532
Nathaniel LaneManaging Member/Director of Client Relations/Chief Compliance OfficerClearPath Capital PartnersCRD 1727948- Laura ThomasInvestment adviser representativeIndividual Asset ManagementCRD 2591461
Stephen PhilpottMember and ChiefNelson Capital ManagementCRD 3195871- Igor LotsvinInvestment adviser representativeSage Rhino CapitalCRD 4425376
- Caroline NovakInvestment adviser representativeSage Rhino CapitalCRD 4445598
Brian RobertsManaging Member & Chief Compliance OfficerRoberts Wealth AdvisorsCRD 4458697- Denise FarkasInvestment adviser representativeSage Rhino CapitalCRD 5108996
Nadine TermanCEO, CIO, Managing MemberSolstein CapitalCRD 5275025
William SteinbergerFounder, CEO, CCOThink Different Financial PlanningCRD 5541333
Darcy SmootPrincipalNelson Capital ManagementCRD 5667913- J.C. TorresManaging MemberSolstein CapitalCRD 5925876
- Evan NelsonPrincipalNelson Capital ManagementCRD 6663466
- Nicole GlazerInvestment adviser representativeSage Rhino CapitalCRD 6664364
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.