TrueAdvisor
TrueAdvisor
AN
CFA
AN
CFA

Alexander Palmerton Nelson

City National Rochdale
10 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
City National Rochdale
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
117 advisors
Number of Clients
16,838 clients
Average Client Portfolio
$4.0M average
Assets Under Management
$68.2B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only

Location

400 Park Avenue, 10th Floor, New York, NY, 10022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
City National Rochdale
August 2016 - Present · 9 yrs 6 mos
Previous Registrations
Cnr Securities, LLCBroker
April 2017 - June 2025 · 8 yrs 2 mos
Fisher Investments
October 2015 - August 2016 · 10 mos
State Registrations3 states
CANYTN
Advisor
Exams
No exam information available for this advisor.