Nina
Castellanes

Unionbanc Investment Services, LLC

CRD#6745965
Investment Advisor
in Rowland Heights, CA

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About this Advisor

Nina Castellanes is a financial advisor operating in Rowland Heights, California, who has 12 years of work experience. Castellanes currently works for Unionbanc Investment Services, LLC. Their career trajectory has included roles at Unionbanc Investment Services and Northern Trust. Castellanes has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Unionbanc Investment Services, LLC is a registered investment firm headquartered in Rowland Heights, California. The firm has offices in 347 locations and a total of 581 advisors. It manages $1 billion in assets across its 4,665 accounts, placing it among the largest firms in the nation by assets under management. The firm advises 19 charitable organizations. Of its 4,665 customer accounts, just 12% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Unionbanc Investment Services, LLC performs a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees usually are based on which services the firm provides the client. Fees charged by Unionbanc Investment Services, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

13 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Disclosures

Yes

Office Location

17899 Colima Rd
Rowland Heights, CA 91748-1707

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Unionbanc Investment Services, LLC Brokerage Details

Total Assets Under Management

$1,291,432,245

CA Average: $7,578,581,321
Total Number of Employees

581

CA Average: 43
Total Number of Accounts

4,665

CA Average: 3,727
Average Account Size

$276,834

CA Average: $2,033,427

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Nina Castellanes Work History

Nina has 13 years of experience.

2016 - Present (4 years)

Unionbanc Investment Services

2007 - 2016 (9 years)

Northern Trust

Disclosures

Nina Castellanes has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Unionbanc Investment Services, LLC

Jonathan Pickert
Goleta, CA
Jackie Lou Raquidan
Woodland Hills, CA
Michael Padilla
Santa Monica, CA
Maeda Webster
La Jolla, CA
Edward Suero
Los Angeles, CA
James Fujita
Glendale, CA
Trevin Wise
Costa Mesa, CA
Eduardo Larios
Glendale, CA

This content was compiled from the SEC and FINRA.

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