Kevin McIntosh, financial advisor Elizabeth CO

Kevin McIntosh

CRD Number: 4253079
Current Firm: City National Rochdale

Kevin McIntosh (CRD# 4253079) is an Investment Advisor Representative working at City National Rochdale in Elizabeth, CO and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Curian Clearing LLC Denver, CO Nov 2010 - Current 10
Curian Capital, LLC Denver, CO Nov 2010 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2001
S65 NASAA Investment Advisors Law Examination Dec 2005
Contact Info for Kevin R. McIntosh
Phone Number: 212-702-3500
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    43,236
    MILLIONS
  • Total Number of Accounts
    30,865
    ACCOUNTS
  • Average Account Value
    $1,400,810
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY

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