Laurel Nelson, financial advisor Beverly Hills CA
93 score

Laurel Nelson

CRD Number: 3093468
Current Firm: City National Securities, Inc.

Laurel Nelson (CRD# 3093468) is an Investment Advisor Representative working at City National Securities, Inc. in Beverly Hills, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
City National Securities Beverly Hills, CA Oct 2015 - Current 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Oct 2015 < 1
Morgan Stanley Bellevue, WA Sep 2013 - Sep 2015 2
Bank Of America, N.a. Seattle, WA Oct 2011 - Sep 2013 1
Merrill Lynch, Pierce, Fenner &amp; Smith Incorporated : 7691 Seattle, WA Aug 2011 - Sep 2013 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Seattle, WA Mar 2007 - Sep 2013 6
Unemployed Seattle, WA Jun 2011 - Aug 2011 < 1
International University Of Monaco Monte Carlo, Aug 2010 - Jun 2011 < 1
Merrill Lynch, Pierce, Fenn Seattle, WA Mar 2007 - Jul 2010 3
Citigroup Global Markets Inc. Seattle, WA Aug 2003 - Mar 2007 3
Citigroup Global Markets Inc. Seattle, WA Aug 2003 - Mar 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2001
S65 NASAA Investment Advisors Law Examination Dec 2005
Contact Info for Laurel A. Nelson
Phone Number: 310-888-6400
Firm Website:
Registered State(s):
  • CA
  • NV
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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