Peter Green, financial advisor New York NY
96 score

Peter Green

CRD Number: 1357867
Current Firm: City National Rochdale

Peter Green (CRD# 1357867) is an Investment Advisor Representative working at City National Rochdale in New York, NY and has over 16 years of experience in the finance industry. Peter Green has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
John Bartlett, financial advisor New York NY
John J. Bartlett
CRD# 5973991
Cfs Investment Advisory Services LLC
Score
107
Similar Advisors
Danna Jacobs, financial advisor New York NY
Danna Jacobs
CRD# 5366446
Legacy Care Wealth, LLC
Score
107
Similar Advisors
Gary Matthews, financial advisor New York NY
Gary R. Matthews
CRD# 4276969
SRI Investing
Score
107
Professional Designations
Company Name Location Dates Years
Rochdale Investment Management LLC New York, NY Oct 2012 - Current 4
Rim Securities LLC New York, NY Oct 2012 - Current 4
Prudential Insurance Company Of America Madison, NJ Jul 2004 - Jul 2012 8
Prudential Investment Management Services LLC Madison, NJ Jul 2004 - Jul 2012 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2000
Contact Info for Peter M. Green
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

Ready to hire a financial advisor? Get competitive proposals from Peter Green and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.