City National Rochdale
City National Rochdale (CRD# 117198) is a financial advisory firm headquartered in New York, NY. They manage $60,065,620,722 in 43,108 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management60,066MILLION
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Total Number of Accounts43,108ACCOUNTS
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Average Account Value$1,393,375
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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, WY
Jarrad Schultz (CRD# 6417169) is an Investment Advisor Representative working at City National Rochdale in Beverly Hills, CA and has 1 year of experience in the finance industry.
Michael Simon (CRD# 7086359) is an Investment Advisor Representative working at City National Rochdale in Irvine, CA and has over 2 years of experience in the finance industry.
Regan Stanfield (CRD# 4758837) is an Investment Advisor Representative working at City National Rochdale in Auburn, AL and has over 19 years of experience in the finance industry.
Ali Terry (CRD# 5197831) is an Investment Advisor Representative working at City National Rochdale in New York, NY and has over 2 years of experience in the finance industry.
Nicholas Thompson (CRD# 6845777) is an Investment Advisor Representative working at City National Rochdale in New York, NY and has over 4 years of experience in the finance industry.
Matthew Voss (CRD# 7663582) is an Investment Advisor Representative working at City National Rochdale in New York, NY and has 1 year of experience in the finance industry.
David Wilson (CRD# 7412968) is an Investment Advisor Representative working at City National Rochdale in New York, NY and has over 2 years of experience in the finance industry.