NERDWALLET ADVISORY, LLC
CRD #281485 SEC #801-106979 SAN FRANCISCO, CA 415-549-8913
SEC Registered
Total AUM
--
Discretionary
--
Employees
12
Clients
--
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 26, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHEN, TIM, CHAO-MING | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CHEN, TIM, CHAO-MING | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CHEN, TIM, CHAO-MING | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CHEN, TIM, CHAO-MING | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CHEN, TIM, CHAO-MING | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| CHEN, TIM, CHAO-MING | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| EDQUILANG, JAN, KRYSTLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDQUILANG, JAN, KRYSTLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDQUILANG, JAN, KRYSTLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDQUILANG, JAN, KRYSTLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDQUILANG, JAN, KRYSTLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LATTUGA, ROBERT, LAWRENCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NERDWALLET, INC. | DE | MANAGING MEMBER | E | Control |
| NERDWALLET, INC. | DE | MANAGING MEMBER | E | Control |
| NERDWALLET, INC. | DE | MANAGING MEMBER | E | Control |
| NERDWALLET, INC. | DE | MANAGING MEMBER | E | Control |
| NERDWALLET, INC. | DE | MANAGING MEMBER | E | Control |
| NERDWALLET, INC. | DE | MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CHEN, TIM, CHAO-MING | I | NERDWALLET, INC. | C | Control |
| CHEN, TIM, CHAO-MING | I | NERDWALLET, INC. | C | Control |
| CHEN, TIM, CHAO-MING | I | NERDWALLET, INC. | C | Control |
| CHEN, TIM, CHAO-MING | I | NERDWALLET, INC. | C | Control |
| CHEN, TIM, CHAO-MING | I | NERDWALLET, INC. | C | Control |
| CHEN, TIM, CHAO-MING | I | NERDWALLET, INC. | C | Control |
Registrations
Federal
IA
Jul 26, 2016 REGISTERED
Notice Filings (16)
AR CA CO IL LA MD MI MN NE NJ NY OH PA TX UT VA
Address
901 MARKET STSAN FRANCISCO, CA 94103
United States
Phone: 415-549-8913