Sheldon
Brandau

City National Rochdale

CRD#2375270
Investment Advisor
in New York, NY

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About this Advisor

Sheldon Brandau is a financial advisor operating in New York, New York with a total of 13 years of relevant experience. Brandau currently works for City National Rochdale. Throughout their career, Brandau has worked at Rochdale Investment Management LLC and Rim Securities LLC. Brandau holds Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to advise clients in Florida and Texas. City National Rochdale is a financial advisory firm that has its headquarters in New York, NY. The company has offices in nine locations and a total of 300 employees. It has $54 billion in assets among its 41,759 accounts, placing it among the largest firms in the United States by assets under management. The firm serves 372 charitable organizations. Of its 41,759 accounts, 81% are associated with high-net-worth investors who have at least $1 million in investable assets. City National Rochdale has a wide set 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 advisory fee schedules are based on which services are offered. However, fee types billed by City National Rochdale most likely consist of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

13 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

Sheldon Brandau Work History

Sheldon has been registered as a financial advisor for 13 years.*

2009 - Present (15 years)

Rochdale Investment Management LLC

2009 - Present (15 years)

Rim Securities 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 Sheldon Brandau 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

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