Kevin Hauri, financial advisor Irvine CA
90 score

Kevin Hauri

CRD Number: 6095759
Current Firm: City National Rochdale

Kevin Hauri (CRD# 6095759) is an Investment Advisor Representative working at City National Rochdale in Irvine, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
City National Bank Irvine, CA May 2011 - Current 5
Unemployed Irvine, CA Aug 2010 - May 2011 < 1
University Of Southern California Los Angeles, CA Aug 2009 - Jul 2010 < 1
Capital Group Irvine, CA Dec 2005 - Jul 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2012
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Kevin M. Hauri
Phone Number: 212-702-3500
Firm Website: http://cnr.com/
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    27,722
    MILLIONS
  • Total Number of Accounts
    16,972
    ACCOUNTS
  • Average Account Value
    $1,633,388
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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