Alexander
Nelson
City National Rochdale
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About this Advisor
Alexander Nelson is a chartered financial analyst working out of San Francisco, California with a total of 7 years of industry experience. Nelson works at City National Rochdale. Their career trajectory has included roles at Fisher Investments, Cnr Securities, LLC and City National Rochdale. Nelson has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in California and New York. City National Rochdale is a business operating out of New York, NY. The firm has offices in nine locations and a total of 300 advisors. It oversees $54 billion in assets between its 41,759 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 372 charities and foundations. Of its 41,759 accounts, 81% are held by high-net-worth individuals who have at least $1 million in investable assets. City National Rochdale provides a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules typically are based on which service is offered. Fee types billed by City National Rochdale can be comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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City National Rochdale Brokerage Details
$54,166,000,000
300
41,759
$1,297,110
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Alexander Nelson Work History
Alexander has been registered as a financial advisor for 7 years.*
Cnr Securities, LLC
City National Rochdale
Fisher Investments
*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 Alexander Nelson 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 City National Rochdale
New York, NY
Beverly Hills, CA
New York, NY
San Francisco, CA
Beverly Hills, CA
Lake Mary, FL
Beverly Hills, CA
New York, NY
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