Brian Patrick Roberts
Directeur Général chez Roberts Wealth Advisors LLC
Profil
Brian Patrick Roberts is the founder of Roberts Wealth Advisors LLC, established in 2020, where he held the title of Managing Member from 2020 to 2023.
He was also the founder of Nelson Capital Management LLC (California), founded in 2004, where he served as Principal from 2004 to 2020.
Prior to his founding positions, Mr. Roberts worked as Vice President at Nelson Capital Management, Inc. from 1994 to 2004.
Mr. Roberts obtained his undergraduate degree from Santa Clara University in 1994 and later earned an MBA from the same institution in 2001.
Postes actifs de Brian Patrick Roberts
| Sociétés | Poste | Début |
|---|---|---|
Roberts Wealth Advisors LLC
 Roberts Wealth Advisors LLC Investment ManagersFinance Roberts Wealth Advisors LLC provides investment advice. The private company is based in Menlo Park, CA. The company was founded in 2020 by Brian Patrick Roberts. Brian Patrick Roberts has been the CEO since 2020. | Directeur Général | 01/05/2020 |
Anciens postes connus de Brian Patrick Roberts
| Sociétés | Poste | Fin |
|---|---|---|
Nelson Capital Management LLC (California)
 Nelson Capital Management LLC (California) Investment ManagersFinance Nelson Capital Management LLC (Nelson Capital) is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded by Brooks Nelson and Brian Roberts in 2004 as Nelson Roberts Investment Advisors LLC. Nelson Capital provides investment advisory services to individuals and high net-worth individuals, trusts, estates or charitable organizations, pension and profit-sharing plans, and other investment advisers. | Fondateur | 01/11/2020 |
Nelson Capital Management, Inc.
 Nelson Capital Management, Inc. Investment ManagersFinance Founded in 1974, Nelson Capital Management, Inc. is a registered investment advisor located in Palo Alto, California. The firm is a subsidiary of Wells Fargo Private Investment Advisors LLC, a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC). They provide investment management services, including socially responsible investment strategies, to individuals and families and institutional clients including employee benefit plans, foundations, endowments, corporations, insurance trusts, associations and religious groups. Nelson Capital Management also serves as sub-advisor to the Wells Fargo Advantage Social Sustainability Fund (WSSAX) | Corporate Officer/Principal | 31/01/2004 |
Formation de Brian Patrick Roberts
| Santa Clara University | Undergraduate Degree |
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Nelson Capital Management, Inc.
Nelson Capital Management, Inc. Investment ManagersFinance Founded in 1974, Nelson Capital Management, Inc. is a registered investment advisor located in Palo Alto, California. The firm is a subsidiary of Wells Fargo Private Investment Advisors LLC, a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC). They provide investment management services, including socially responsible investment strategies, to individuals and families and institutional clients including employee benefit plans, foundations, endowments, corporations, insurance trusts, associations and religious groups. Nelson Capital Management also serves as sub-advisor to the Wells Fargo Advantage Social Sustainability Fund (WSSAX) | Finance |
Nelson Capital Management LLC (California)
Nelson Capital Management LLC (California) Investment ManagersFinance Nelson Capital Management LLC (Nelson Capital) is an independent, SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded by Brooks Nelson and Brian Roberts in 2004 as Nelson Roberts Investment Advisors LLC. Nelson Capital provides investment advisory services to individuals and high net-worth individuals, trusts, estates or charitable organizations, pension and profit-sharing plans, and other investment advisers. | Finance |
Roberts Wealth Advisors LLC
Roberts Wealth Advisors LLC Investment ManagersFinance Roberts Wealth Advisors LLC provides investment advice. The private company is based in Menlo Park, CA. The company was founded in 2020 by Brian Patrick Roberts. Brian Patrick Roberts has been the CEO since 2020. | Finance |
