Erik
Nelson
Ci Private Wealth
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About this Advisor
Erik Nelson is a certified financial planner working out of San Diego, California who has 1 year of industry experience. Nelson works at Ci Private Wealth. Over the course of their career, they have held roles at Premier Wealth Management, Independent Financial Group, Pacific Coast Valet, San Diego State University, Weatherly Asset Management Lp, Dowling & Yahnke, LLC, Extended Travel and Ci Private Wealth, LLC. Nelson has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in California. Ci Private Wealth is a registered investment company operating out of Miami, FL. The company has offices in 28 locations and a total of 825 employees. It controls $95 billion in assets under management among its 79,738 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 504 charities and foundations. Of its 79,738 client accounts, 51% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The company offers a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fees charged by Ci Private Wealth can consist of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ci Private Wealth Brokerage Details
$94,617,046,882
825
79,738
$1,186,599
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Erik Nelson Work History
Erik has been registered as a financial advisor for 1 years.*
Ci Private Wealth, LLC
Dowling & Yahnke, LLC
Extended Travel
Weatherly Asset Management Lp
Premier Wealth Management
Independent Financial Group
Pacific Coast Valet
San Diego State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Erik Nelson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ci Private Wealth
Itasca, IL
New York, NY
San Diego, CA
Menlo Park, CA
Itasca, IL
Morristown, NJ
Miami, FL
Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
