Hareesh
Sivashanker
City National Rochdale
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About this Advisor
Hareesh Sivashanker is a financial advisor based in San Francisco, California, working with City National Rochdale. Hareesh has previously held positions at The Vanguard Group, Inc, State Farm Insurance Joe Frangieh, Advanced Business Acquisitions Inc, Sitel, Uc Davis, Hd Vest Investment Services, Hd Vest Advisory Services, Fisher Investments, and City National Rochdale. Hareesh has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Hareesh is part of City National Rochdale, which operates out of San Francisco, California. The firm has 9 offices and 220 employees. The firm manages assets totaling $60.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at City National Rochdale includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
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City National Rochdale Brokerage Details
$60,065,620,722
220
43,108
$1,393,375
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
City National Rochdale
Fisher Investments
Hd Vest Investment Services
Hd Vest Advisory Services
The Vanguard Group, Inc
State Farm Insurance Joe Frangieh
Advanced Business Acquisitions Inc
Sitel
Uc Davis
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
San Francisco, CA
New York, NY
New York, NY
New York, NY
San Francisco, CA
Schweksville, PA
Beverly Hills, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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