Nina
Castellanes

Unionbanc Investment Services, LLC

CRD#6745965
Investment Advisor
in Rowland Heights, CA
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About this Advisor

Nina Castellanes is an investment advisor who lives in Rowland Heights, California. Currently a registered financial advisor at Unionbanc Investment Services, LLC, they have accumulated 11 years of work experience. Castellanes maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Castellanes can work with clients based out of California. Throughout their career, Castellanes has worked at Unionbanc Investment Services and Northern Trust. Unionbanc Investment Services, LLC is located in Rowland Heights, California, and has 347 additional offices across the United States. As a registered investment firm, Unionbanc Investment Services, LLC manages $1 billion in assets throughout 4,151 accounts and retains more than 634 people. The firm's total assets under management makes it one of the bigger investment advisory firms in the country. The firm manages 3,785 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 9% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Unionbanc Investment Services, LLC provides portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

11 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 11 years of experience.

2016 - Present (3 years)

Unionbanc Investment Services

2007 - 2016 (9 years)

Northern Trust

Disclosures

Nina Castellanes has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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