Best Investors Account Sign in
Inactive

Kimberly Rae Nelson

Coastal Bridge Advisors

Los Angeles, CA

Claim This Profile
Current Employers
Coastal Bridge Advisors

54 Wilton Road 1St Floor, Westport, CT 06880 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2026-01-07
CA RA APPROVED 2025-09-18
  • NV RA
    APPROVED
    Since 2026-01-07
  • CA RA
    APPROVED
    Since 2025-09-18

Branch Locations

1800 Century Park East Ste 1600, Los Angeles, CA 90067 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Llbh Private Wealth Management, Llc Los Angeles CA 09/2016 08/2019
Coastal Bridge Advisors Los Angeles CA 08/2019 Present
  • 09/2016 → 08/2019
    Llbh Private Wealth Management, Llc
    Los Angeles, CA
  • 08/2019 → Present
    Los Angeles, CA
Previous Registrations
Other Businesses

FORBES; INVESTMENT RELATED; JOURNALISM; CONTRIBUTOR; SINCE 9/9/2022; 3 HRS/MONTH; 0 HRS/SECURITIES TRADING HOURS; WRITE ARTICLES ON THE SUBJECT OF MONEY AND DIVORCE

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-02-23
  • S66 Uniform Combined State Law Examination
    2005-02-23
Designations
Other Names
  • Kim Rae Nelson
  • Kimmie Rae Nelson

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Los Angeles, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor