KIMBERLY RAE NELSON is an investment adviser representative (IAR) with state registration records since 2005, appearing at 4 firms. Currently registered with COASTAL BRIDGE ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| COASTAL BRIDGE ADVISORS, LLC | 2025-09-18 | present | Yes |
| UBS FINANCIAL SERVICES INC. | 2011-05-13 | 2016-09-09 | — |
| OPPENHEIMER & CO. INC. | 2005-12-14 | 2011-05-17 | — |
| MORGAN STANLEY DW INC. | 2005-02-24 | 2005-12-12 | — |