Robert Meckstroth, financial advisor San Francisco CA
96 score

Robert Meckstroth

CRD Number: 5583302
Current Firm: City National Rochdale

Robert Meckstroth (CRD# 5583302) is an Investment Advisor Representative working at City National Rochdale in San Francisco, CA and has over 7 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Rim Securities LLC San Francisco, CA May 2011 - Current 5
Rochdale Investment Management LLC San Francisco, CA May 2011 - Current 5
Conifer Securities LLC San Francisco, CA Aug 2008 - May 2011 2
Citigroup Tampa, FL May 2007 - Jun 2008 1
Dtcc Tampa, FL Nov 2006 - May 2008 1
Unemployed Gainesville, FL Jun 2005 - Nov 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2009
S65 NASAA Investment Advisors Law Examination Jun 2012
Contact Info for Robert M. Meckstroth
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
96
Clean Record
This advisor has a clean track record with regulators.

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