Managing Director · Lyell Wealth Management LP
Nancy F. Tuck
CRD 1299478 · Named on Form ADV at one SEC-registered adviser
At a glance
Lyell Wealth Management LP, an SEC-registered wealth manager based in Menlo Park, CA with $1.6 billion in regulatory assets, lists Nancy F. Tuck on its Form ADV as Managing Director, a control person.
Firms and roles
- Lyell Wealth Management LPManaging DirectorWealth manager · Menlo Park, CA · $1.6B in regulatory assets
AtlasMembers
Nancy’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Kevin P. ConnellManaging Director and Chief Compliance Officer, Lyell Wealth Management LP
- Matthew I. BennittManaging Director, Lyell Wealth Management LP
- Jeffrey G. BerryManaging Director, Lyell Wealth Management LP
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nancy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.