City National Rochdale
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About this Advisor
Michael Nelson is an advisor located in New York, New York. Currently a registered financial advisor with City National Rochdale, they have accrued 13 years of experience as an investment advisor. Nelson has a Series 63 license, which qualifies the advisor as a securities agent. Nelson can work with customers based out of California. Throughout their career, they have worked at J.P. Morgan Institutional Investments Inc and Jpmorgan Investment Management Inc. City National Rochdale is headquartered in New York, New York, and has 17 additional brick-and-mortar locations across the United States. In aggregate, City National Rochdale oversees $36 billion in assets throughout 24,562 accounts and employs more than 274 people. The firm's total assets under management places it among the biggest financial advisory firms in the United States. The firm manages 24,551 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 64% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. City National Rochdale can provide 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. The firm's fees may include asset-based fees.
Certifications and Registrations
Years of Experience
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City National Rochdale Brokerage Details
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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
Michael Nelson Work History
Michael has 13 years of experience.
J.P. Morgan Institutional Investments Inc
Jpmorgan Investment Management Inc
Michael Nelson has no disclosures.
Please visit their SEC profile for more details.