Kevin
Mcintosh
City National Rochdale
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About this Advisor
Kevin Mcintosh is a financial advisor based in Elizabeth, Colorado, working with City National Rochdale. Kevin has previously held positions at Curian Clearing LLC, Curian Capital, LLC, and Cnr Securities, LLC. Kevin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Kevin is part of City National Rochdale, which operates out of Elizabeth, Colorado. 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
Services Offered
Fee Structure
Office Location
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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
Kevin Mcintosh Work History
Cnr Securities, LLC
Curian Clearing LLC
Curian Capital, LLC
Disclosures
Please visit the SEC profile of Kevin Mcintosh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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