City National Rochdale
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About this Advisor
Pamela Nelson is a chartered financial analyst working in New York, New York, who has been in the advisory business for 13 years. Nelson is currently employed by City National Rochdale. During their career, Nelson has held roles at Rochdale Investment Management, City National Bank and Rim Securities LLC. Nelson holds a Series 63 license, designating them as a securities agent, and is approved to work in California. City National Rochdale is a business based out of New York, New York. The company has offices in 17 locations and a total of 274 employees. It oversees $36 billion in assets among its 24,562 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 94 charitable organizations. Of its 24,562 accounts, 64% belong to high-net-worth clients who have greater than $1 million in investable assets. City National Rochdale performs a wide array 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 largely depend on the services. Fees charged by City National Rochdale typically consist of 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
Pamela Nelson Work History
Pamela has 13 years of experience.
Rochdale Investment Management
Rim Securities LLC
City National Bank
Pamela Nelson has no disclosures.
Please visit their SEC profile for more details.