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).

Current Firm Details
400 Park Avenue, 10th Floor, New York, NY 10022
https://www.facebook.com/citynationalrochdale/
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 101 - 106 of 106 top financial advisors.
101
Michael Simon, financial advisor New York NY
Michael R. Simon
CRD#: 7086359
400 Park Avenue, 10th Floor, New York, NY 10022

Michael Simon (CRD# 7086359) 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.

102
Regan Stanfield, financial advisor Auburn AL
Regan A. Stanfield
CRD#: 4758837
1801 Staples Court, Auburn, AL 36830

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.

103
Ali Terry, financial advisor Houston TX
Ali G. Terry
CRD#: 5197831
1800 West Loop South, Ste 1450, Houston, TX 77027

Ali Terry (CRD# 5197831) is an Investment Advisor Representative working at City National Rochdale in Houston, TX and has over 2 years of experience in the finance industry.

104
Nicholas Thompson, financial advisor New York NY
Nicholas Thompson
CRD#: 6845777
400 Park Avenue, 10th Floor, New York, NY 10022

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.

105
Matthew Voss, financial advisor New York NY
Matthew Voss
CRD#: 7663582
400 Park Avenue, 10th Floor, New York, NY 10022

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.

106
David Wilson, financial advisor Beverly Hills CA
David Wilson
CRD#: 7412968
400 North Roxbury Drive, Beverly Hills, CA 90210

David Wilson (CRD# 7412968) is an Investment Advisor Representative working at City National Rochdale in Beverly Hills, CA and has over 2 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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