Daiana Kelleyian, financial advisor New York NY
92 score

Daiana Kelleyian

CRD Number: 6219442
Current Firm: City National Rochdale

Daiana Kelleyian (CRD# 6219442) is an Investment Advisor Representative working at City National Rochdale in New York, NY and has over 3 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Rim Securities, LLC New York, NY Nov 2012 - Current 4
City National Rochdale New York, NY Nov 2012 - Current 4
City National Bank Beverly Hills, CA Aug 2011 - Current 5
On Maternity Leave Los Angeles, CA Jun 2010 - Jul 2011 1
Makine Studios Venice, CA Mar 2009 - May 2010 1
City National Bank Beverly Hills, CA Apr 2008 - Feb 2009 < 1
C.a. Spice Los Angeles, CA Mar 2007 - Apr 2008 1
Calif. State University Northridge Northridge, CA Oct 2006 - Feb 2007 < 1
Interstate Brands Corp. Burbank, CA Apr 2003 - Sep 2006 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Daiana Kelleyian
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
92
Clean Record
This advisor has a clean track record with regulators.

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