Nancy
Tuck
Lyell Wealth Management Lp
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About this Advisor
Nancy Tuck is a financial advisor operating out of Menlo Park, California with 6 years of industry experience. Tuck is currently employed by Lyell Wealth Management Lp. Over the course of their career, Tuck has held roles at Atherton Lane Advisers, LLC, Lyell Wealth Management Lp and Bny Mellon Wealth Management. Tuck has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in California. Lyell Wealth Management Lp is an advisory business headquartered in Menlo Park, CA. It handles $863 million in assets under management among its 282 customer accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm provides services to one charitable organizations. Of its 282 client accounts, 73% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Lyell Wealth Management Lp has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial management typically vary depending on the services provided. Fee types billed by Lyell Wealth Management Lp typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lyell Wealth Management Lp Brokerage Details
$862,925,973
11
282
$3,060,021
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Nancy Tuck Work History
Nancy has been registered as a financial advisor for 6 years.*
Lyell Wealth Management Lp
Bny Mellon Wealth Management
Atherton Lane Advisers, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nancy Tuck to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lyell Wealth Management Lp
Menlo Park, CA
Menlo Park, CA
Menlo Park, CA
Menlo Park, CA
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