Kimberly
Nelson
Coastal Bridge Advisors
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About this Advisor
Kimberly Nelson is a financial advisor based in Santa Monica, California, working with Coastal Bridge Advisors. Kimberly has previously held positions at UBS Financial Services Inc, LLBH Private Wealth Management, LLC, and Coastal Bridge Advisors. Kimberly has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Kimberly is part of Coastal Bridge Advisors, which operates out of Santa Monica, California. The firm has 3 offices and 25 employees. The firm manages assets totaling $2.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Coastal Bridge Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Coastal Bridge Advisors Brokerage Details
$2,814,677,305
25
4,259
$660,878
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Kimberly Nelson Work History
Coastal Bridge Advisors
Llbh Private Wealth Management, LLC
Ubs Financial Services Inc
Disclosures
Please visit the SEC profile of Kimberly 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 Coastal Bridge Advisors
Westport, CT
Westport, CT
Westport, CT
Westport, CT
Westport, CT
Santa Monica, CA
Eagle, ID
Westport, CT
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