Robert
Meckstroth

City National Rochdale

CRD#5583302
Investment Advisor
in New York, NY

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About this Advisor

Robert Meckstroth is a chartered financial analyst who works in New York, New York who has 11 years of relevant experience. Meckstroth is currently employed by City National Rochdale. Over the course of their career, they have held roles at Rim Securities LLC and Rochdale Investment Management LLC. Meckstroth holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California, Colorado, Idaho, Montana, Nevada, Oregon, Texas, Utah and Washington. City National Rochdale is a registered investment business that has its headquarters in New York, NY. It has offices in nine locations and a total of 300 employees. It oversees $54 billion in assets under management between its 41,759 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to 372 charities and foundations. Of its 41,759 accounts, 81% belong to high-net-worth investors who have greater than $1 million in assets. The business performs a broad range of services, including 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. However, fees charged by City National Rochdale most likely include any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years Registered*

11 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

400 Park Avenue 10Th Floor
New York, NY 10022

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City National Rochdale Brokerage Details

Total Assets Under Management

$54,166,000,000

NY Average: $7,464,549,021
Total Number of Employees

300

NY Average: 88
Total Number of Accounts

41,759

NY Average: 3,892
Average Account Size

$1,297,110

NY Average: $1,917,921

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

Robert Meckstroth Work History

Robert has been registered as a financial advisor for 11 years.*

2011 - Present (13 years)

Rim Securities LLC

2011 - Present (13 years)

Rochdale Investment Management LLC

*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 Robert Meckstroth 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

John Rossiter
San Francisco, CA
Nadia Gaston
New York, NY
Daniel Butterly
Beverly Hills, CA
Christopher Austin
Beverly Hills, CA
Oleksa Gerlak
New York, NY
Leigh Bucholtz
Lake Mary, FL
David Shapiro
New York, NY
Matthew Larson
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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