Hareesh
Sivashanker
City National Rochdale
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About this Advisor
Hareesh Sivashanker is a certified financial planner who works in San Francisco, California who has 1 year of relevant experience. Sivashanker currently works for City National Rochdale. Over the course of their career, Sivashanker has held roles at The Vanguard Group, Inc, State Farm Insurance Joe Frangieh, Advanced Business Acquisitions Inc, Sitel, Uc Davis, Fisher Investments, City National Rochdale, Hd Vest Advisory Services and Hd Vest Investment Services. Sivashanker has a Series 63 license, designating them as a securities agent, and is registered to advise clients in California. City National Rochdale is a company that has its headquarters in New York, NY. The investment advisory business has offices in nine locations and a total of 300 employees. It handles $54 billion in assets under management across its 41,759 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides services to 372 charitable organizations. Of its 41,759 accounts, 81% belong to high-net-worth individuals who have at least $1 million in assets available to invest. City National Rochdale performs a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial management fees vary depending on which service is offered. Fees billed by City National Rochdale likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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City National Rochdale Brokerage Details
$54,166,000,000
300
41,759
$1,297,110
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Hareesh Sivashanker Work History
Hareesh has been registered as a financial advisor for 1 years.*
City National Rochdale
Fisher Investments
Hd Vest Advisory Services
Hd Vest Investment Services
The Vanguard Group, Inc
State Farm Insurance Joe Frangieh
Advanced Business Acquisitions Inc
Sitel
Uc Davis
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Hareesh Sivashanker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at City National Rochdale
New York, NY
Beverly Hills, CA
New York, NY
Beverly Hills, CA
San Francisco, CA
New York, NY
Lake Mary, FL
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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