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Scott C. Benner

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CRD#: 1174914
SB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Scott Craig Benner was a registered financial professional .

Scott is a previously registered financial professional and started their career in finance in 2000. Scott had worked at 3 firms and has passed the Series 63 and Series 65 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 28, 2009 - December 31, 2016

NELSON CAPITAL MANAGEMENT

RIA
CRD#: 123513
PALO ALTO, CA
Past

July 26, 2004 - May 3, 2005

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
PALO ALTO, CA
Past

July 26, 2004 - May 3, 2005

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
SAN FRANCISCO, CA
Past

May 2, 2001 - June 3, 2003

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
SAN FRANCISCO, CA
Past

February 11, 2000 - May 2, 2001

WELLS FARGO SECURITIES INC.

BD
CRD#: 17438
SAN FRANCISCO, CA
Past

February 10, 2000 - June 3, 2003

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
SAN FRANCISCO, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/27/2000
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 11/15/1996
Uniform Investment Adviser Law Examination

Current Firm


NC
NELSON CAPITAL MANAGEMENT
NELSON CAPITAL MANAGEMENT | WELLS FARGO PRIVATE INVESTMENT ADVISORS,LLC | NELSON CAPITAL MANAGEMENT,A DIV. OF WF PRIVATE INV. ADVISORS,LLC | NELSON CAPITAL MANAGEMENT,A DIV. OF WF PRIVATE INV. ADVISERS,LLC | NELSON CAPITAL MANAGEMENT, LLC | NELSON CAPITAL MANAGEMENT, A DIVISION OF WELLS FARGO PRIVATE INVESTMENT ADVISORS,LLC

CRD#: 123513 / SEC#: 801-61664

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Contact information


Main Address
950 Tower Lane, Suite 1500, Foster City, CA 94404-2125
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

NELSON CAPITAL ADV PART 2A DECEMBER 2015 (2/2/2016)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


NELSON CAPITAL MANAGEMENT

CRD#: 123513

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