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Stephen Patrick Philpott

Nelson Capital Management, LLC

Menlo Park, CA

CRD 3195871

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Employer firm

Nelson Capital Management, LLC CRD 129776

$811M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Nelson Capital Management, Llc

545 Middlefield Road Suite 200, Menlo Park, CA 94025 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-11
CA RA APPROVED 2015-05-20
  • TX RA
    APPROVED
    Since 2025-04-11
  • CA RA
    APPROVED
    Since 2015-05-20

Branch Locations

545 Middlefield Road Suite 200, Menlo Park, CA 94025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nelson Capital Management, Llc Menlo Park CA 05/2005 Present
Previous Registrations
  • 2003-01-08 → 2005-06-06
    Nelson Capital Management
    Palo Alto, CA
Designations
  • Certified Financial Planner
Other Names
  • Stephen Philpott
  • Steve Philpott

View on SEC IAPD

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Nearby Investors

CHARLES RICHARD LEVY
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Nearby Offices

SILVER LAKE TECHNOLOGY MANAGEMENT, LLC · MENLO PARK, CA
MORGAN STANLEY · Menlo Park, CA
TRIPLEPOINT ADVISERS LLC · MENLO PARK, CA

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