City National Rochdale

City National Rochdale (CRD# 117198) is a financial advisory firm headquartered in New York, NY. They manage $27,721,868,374 in 16,972 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    27,722
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at City National Rochdale
Showing 1 - 10 of 121 top financial advisors.
1
David J. Abella
CRD#: 2275436
570 Lexington Avenue, New York, NY 10022
96
Wealthminder
score

David Abella (CRD# 2275436) is an Investment Advisor Representative working at City National Rochdale in New York, NY and has over 14 years of experience in the finance industry.

2
Kashif S. Ahmad
CRD#: 2518668
570 Lexington Avenue, New York, NY 10022
96
Wealthminder
score

Kashif Ahmad (CRD# 2518668) is an Investment Advisor Representative working at City National Rochdale in New York, NY and has over 17 years of experience in the finance industry.

3
Charles P. Alberton
CRD#: 2670775
120 Montgomery Street, Suite 2150, San Francisco, CA 94104
96
Wealthminder
score

Charles Alberton (CRD# 2670775) is an Investment Advisor Representative working at City National Rochdale in San Francisco, CA and has over 21 years of experience in the finance industry.

4
William D. Black
CRD#: 1282852
225 W. Washington St, Chicago, IL 60606
96
Wealthminder
score

William Black (CRD# 1282852) is an Investment Advisor Representative working at City National Rochdale in Chicago, IL and has over 24 years of experience in the finance industry.

5
Sheldon C. Brandau
CRD#: 2375270
605 Crescent Executive Court, Suite 320, Lake Mary, FL 32746
96
Wealthminder
score

Sheldon Brandau (CRD# 2375270) is an Investment Advisor Representative working at City National Rochdale in Lake Mary, FL and has over 22 years of experience in the finance industry.

6
John T. Buckley
CRD#: 1174619
120 Montgomery Street, San Francisco, CA 94104
96
Wealthminder
score

John Buckley (CRD# 1174619) is an Investment Advisor Representative working at City National Rochdale in San Francisco, CA and has over 20 years of experience in the finance industry.

7
Robert F. Delong
CRD#: 1292520
400 Park Avenue, 10th Floor, New York, NY 10022
96
Wealthminder
score

Robert Delong (CRD# 1292520) is an Investment Advisor Representative working at City National Rochdale in New York, NY and has over 18 years of experience in the finance industry.

8
Elizabeth T. Dooley
CRD#: 2835793
570 Lexington Ave., New York, NY 10022
96
Wealthminder
score

Elizabeth Dooley (CRD# 2835793) is an Investment Advisor Representative working at City National Rochdale in New York, NY and has over 20 years of experience in the finance industry.

9
Adam T. Elover
CRD#: 4554258
400 Park Avenue, 10th Floor, New York, NY 10022
96
Wealthminder
score

Adam Elover (CRD# 4554258) is an Investment Advisor Representative working at City National Rochdale in New York, NY and has over 10 years of experience in the finance industry.

10
Carolyn J. Finer
CRD#: 3115019
400 Park Avenue, New York, NY 10022
96
Wealthminder
score

Carolyn Finer (CRD# 3115019) is an Investment Advisor Representative working at City National Rochdale in New York, NY and has over 17 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.