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Michael Edward Nelson

City National Rochdale

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About Michael Edward Nelson

Michael Edward Nelson is a financial advisor with City National Rochdale. Michael has been in the financial industry since 2013. Michael is a registered representative with FINRA, a registered investment advisor with the state of New York and is licensed to offer securities in multiple states. Michael holds the Series 3, 63, 7 and SIE licenses as well as the Chartered Financial Analyst designation. Michael's previous role was with J.P. Morgan Institutional Investments INC. Michael is located in New York and has over 15 years of experience in the financial industry. Michael is an experienced financial advisor who provides a range of financial services to individual investors and businesses.

Firm Information

Michael Nelson is currently registered with City National Rochdale. City National Rochdale is an investment advisor with over $50 billion in assets under management. They offer a variety of services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also provide selection of other advisors and have a wrap fee program. They are registered with the SEC and have offices in New York, NY.
City National Rochdale

400 PARK AVENUE

NEW YORK, NY 10022

$68.18B

Assets Under Management

Not reported

Total Clients

113

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Nelson’s Registration & Firm History

NY

04/05/2021 - Present

City National Rochdale (NEW YORK NY)

NY

10/07/2013 - 10/25/2017

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/03/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/13/2016

Series 3 - National Commodity Futures Examination

BC

Issued 10/07/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Edward Nelson.
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