Jeffrey Gage, financial advisor Potomac MD
93 score

Jeffrey Gage

CRD Number: 1193100
Current Firm: City National Rochdale

Jeffrey Gage (CRD# 1193100) is an Investment Advisor Representative working at City National Rochdale in Potomac, MD and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Rochdale Investment Management New York, NY Jan 2007 - Current 10
Financial Corporation Of America Inc. Potomac, MD Dec 1998 - Current 19
Financial Corporation Of America Potomac, MD Apr 1992 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1985
S65 NASAA Investment Advisors Law Examination Apr 2010
Contact Info for Jeffrey L. Gage
Phone Number: 212-702-3500
Firm Website: http://cnr.com/
Registered State(s):
  • MD
  • TX
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
93
Clean Record
This advisor has a clean track record with regulators.

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