Nelson Merwitzer, financial advisor Pacific Palisades CA
96 score

Nelson Merwitzer

CRD Number: 866187
Current Firm: On Investment Management Co

Nelson Merwitzer (CRD# 866187) is an Investment Advisor Representative working at On Investment Management Co in Pacific Palisades, CA and has over 22 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
The O.n. Equity Sales Company Cincinnati, OH Jan 2012 - Current 4
Ohio National Financial Services Cincinnati, OH May 2011 - Current 5
National Life Of Vermont Los Angeles, CA May 1975 - Current 41
Equity Services, Inc. Los Angeles, CA Jan 1988 - Dec 2011 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1994
Contact Info for Nelson J. Merwitzer
Phone Number: 855-262-0913
Registered State(s):
  • CA
  • OR
By the Numbers
  • Total Assets Under Management
    832
    MILLIONS
  • Total Number of Accounts
    6,888
    ACCOUNTS
  • Average Account Value
    $120,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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