Yash
Patil

City National Rochdale

CRD#7280323
Investment Advisor
in San Francisco, CA

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About this Advisor

Yash Patil is a financial advisor working in San Francisco, California with 2 years of industry experience. Patil is on the advisory team at City National Rochdale. During their career, Patil has held roles at City National Rochdale, Norther Trust, Regius Lifespaces, New York University and Fergusson College. Patil has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in California and New York. City National Rochdale is a financial advisory business that has its headquarters in New York, NY. The company has offices in nine locations and a total of 300 financial advisors. It administers $54 billion in total assets across its 41,759 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 372 charitable organizations. Of its 41,759 client accounts, 81% belong to high-net-worth investors who have at least $1 million in assets. City National Rochdale provides 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 usually depend on which services the firm provides the client. However, fees charged by City National Rochdale can be comprised of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

455 Market Street Suite 2070
San Francisco, CA 94105

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City National Rochdale Brokerage Details

Total Assets Under Management

$54,166,000,000

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

300

CA Average: 88
Total Number of Accounts

41,759

CA Average: 3,892
Average Account Size

$1,297,110

CA 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

Yash Patil Work History

Yash has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

City National Rochdale

2018 - 2019 (1 year)

Norther Trust

2017 - 2020 (3 years)

Regius Lifespaces

2013 - 2017 (4 years)

New York University

2011 - 2013 (2 years)

Fergusson College

*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 Yash Patil 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

Adam Izaac
Beverly Hills, CA
Scott Wachs
New York, NY
Daniel Butterly
Beverly Hills, CA
Oleksa Gerlak
New York, NY
Leigh Bucholtz
Lake Mary, FL
Matthew Larson
New York, NY
Nadia Gaston
New York, NY
John Rossiter
San Francisco, CA

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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