Andrew AlmeidaCRD Number: 5437669
Current Firm: City National Rochdale
Andrew Almeida (CRD# 5437669) is an Investment Advisor Representative working at City National Rochdale in New York, NY and has over 9 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|City National Rochdale||New York, NY||Jul 2014 - Current||2|
|Unemployed||Sayville, NY||Apr 2014 - Jul 2014||< 1|
|Advisors Asset Management, Inc.||Monument, CO||Jan 2012 - Mar 2014||2|
|Jp Morgan Chase||New York, NY||Sep 2011 - Jan 2012||< 1|
|Global Fund Exchange||Oyster Bay, NY||Feb 2011 - Aug 2011||< 1|
|Hofstra University||Uniondale, NY||Sep 2007 - Aug 2011||3|
|Oppenheimer & Company Inc.||Jericho, NY||May 2010 - Jun 2010||< 1|
|Chase Investment Services Corp.||Freeport, NY||Oct 2008 - Apr 2010||1|
|J.p. Morgan Chase Bank Na||Freeport, NY||Oct 2008 - Apr 2010||1|
|Gunnallen Financial||Tampa, FL||Oct 2007 - Mar 2008||< 1|
|Full Time Student||New York, NY||Oct 1997 - Jun 2007||9|
|United States Academy Of Soccer||Lindenhurst, NY||Dec 2006 - Apr 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2008|
|S65||NASAA Investment Advisors Law Examination||Feb 2012|
Total Assets Under Management27,722MILLIONS
Total Number of Accounts16,972ACCOUNTS
Average Account Value$1,633,388
- A percentage of assets under your management
- Performance-based fees
- 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)
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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