Pamela
Nelson

City National Rochdale

CRD#6124234
Investment Advisor
in New York, NY
Are you Pamela Nelson? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 63, Chartered Financial Analyst

Years of Experience

13 years

Services Offered

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

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

400 Park Avenue 10Th Floor
New York, NY 10022

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

City National Rochdale Brokerage Details

Total Assets Under Management

$35,690,989,039

NY Average: $7,464,549,021
Total Number of Employees

274

NY Average: 88
Total Number of Accounts

24,562

NY Average: 3,892
Average Account Size

$1,453,098

NY Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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.

2012 - Present (7 years)

Rochdale Investment Management

2012 - Present (7 years)

Rim Securities LLC

2005 - Present (14 years)

City National Bank

Disclosures

Pamela Nelson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started