Kevin
Mcintosh

City National Rochdale

CRD#4253079
Investment Advisor
in Elizabeth, CO

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About this Advisor

Kevin Mcintosh is a financial advisor working out of Elizabeth, Colorado with a total of 7 years of relevant experience. Mcintosh currently works for City National Rochdale. Over the course of their career, they have held roles at Curian Clearing LLC and Curian Capital, LLC. Mcintosh holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Colorado. City National Rochdale is a financial advisory business headquartered in New York, NY. The investment advisory business has offices in nine locations and a total of 300 financial advisors. It administers $54 billion in total assets between its 41,759 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 372 charitable organizations. Of its 41,759 client accounts, 81% are associated with high-net-worth individuals who have greater than $1 million in assets. The business performs a wide array 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. A financial advisor's fees are based on which services the firm provides the client. Fees charged by City National Rochdale may include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 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

Elizabeth, CO

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City National Rochdale Brokerage Details

Total Assets Under Management

$54,166,000,000

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

300

CO Average: 88
Total Number of Accounts

41,759

CO Average: 3,892
Average Account Size

$1,297,110

CO 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

Kevin Mcintosh Work History

Kevin has been registered as a financial advisor for 7 years.*

2010 - Present (14 years)

Curian Clearing LLC

2010 - Present (14 years)

Curian Capital, 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 Kevin Mcintosh 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

Leigh Bucholtz
Lake Mary, FL
Scott Wachs
New York, NY
Daniel Butterly
Beverly Hills, CA
Christopher Austin
Beverly Hills, CA
Oleksa Gerlak
New York, NY
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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