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).

By the Numbers
  • Total Assets Under Management
    60,066
    MILLION
  • Total Number of Accounts
    43,108
    ACCOUNTS
  • Average Account Value
    $1,393,375
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription 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
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, WY

Financial Advisors at City National Rochdale
Showing 51 - 60 of 107 top financial advisors.
51
Terrence J. Loughran
CRD#: 2376446
400 Park Avenue, 10th Floor, New York, NY 10022

Terrence Loughran (CRD# 2376446) is an Investment Advisor Representative working at City National Rochdale in New York, NY and has over 11 years of experience in the finance industry.

52
Benjamin J. Ludwig
CRD#: 3267714
Schwenksville, PA

Benjamin Ludwig (CRD# 3267714) is an Investment Advisor Representative working at City National Rochdale in Schwenksville, PA and has over 24 years of experience in the finance industry.

53
Russell M. Martin
CRD#: 5275531
400 Park Avenue, 10th Floor, New York, NY 10022

Russell Martin (CRD# 5275531) is an Investment Advisor Representative working at City National Rochdale in New York, NY and has over 11 years of experience in the finance industry.

54
Kevin R. McIntosh
CRD#: 4253079
Elizabeth, CO

Kevin McIntosh (CRD# 4253079) is an Investment Advisor Representative working at City National Rochdale in Elizabeth, CO and has over 23 years of experience in the finance industry.

55
Robert M. Meckstroth
CRD#: 5583302
400 Park Avenue, 10th Floor, New York, NY 10022

Robert Meckstroth (CRD# 5583302) 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.

56
Vern Montross
CRD#: 5768275
400 Park Avenue, 10th Floor, New York, NY 10022

Vern Montross (CRD# 5768275) is an Investment Advisor Representative working at City National Rochdale in New York, NY and has over 13 years of experience in the finance industry.

57
Alexander P. Nelson
CRD#: 6569268
455 Market Street, Twentieth Floor, San Francisco, CA 94105

Alexander Nelson (CRD# 6569268) is an Investment Advisor Representative working at City National Rochdale in San Francisco, CA and has over 6 years of experience in the finance industry.

58
Michael E. Nelson
CRD#: 6236772
400 Park Avenue, 10th Floor, New York, NY 10022

Michael Nelson (CRD# 6236772) 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.

59
Pamela D. Nelson
CRD#: 6124234
400 Park Avenue, 10th Floor, New York, NY 10022

Pamela Nelson (CRD# 6124234) is an Investment Advisor Representative working at City National Rochdale in New York, NY and has over 11 years of experience in the finance industry.

60
Poul Erik Olsen
CRD#: 2540152
455 Market Street, Suite 2070, San Francisco, CA 94105

Poul Erik Olsen (CRD# 2540152) is an Investment Advisor Representative working at City National Rochdale in San Francisco, CA and has over 29 years of experience in the finance industry.

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