Leigh
Bucholtz
City National Rochdale
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About this Advisor
Leigh Bucholtz is a financial advisor based in Lake Mary, Florida, working with City National Rochdale. Leigh has previously held positions at Fidelity Brokerage Services LLC, TD Ameritrade, LPL Financial, and CNR Securities, LLC. Leigh has passed the Series 66 regulatory exam and is registered to provide services in Florida, New York, and North Carolina. Currently, Leigh is part of City National Rochdale, which operates out of Lake Mary, Florida. 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
Leigh Bucholtz Work History
Cnr Securities, LLC
Cnr Securities, LLC
Lpl Financial
Td Ameritrade
Fidelity Brokerage Services LLC
Disclosures
Please visit the SEC profile of Leigh Bucholtz 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
New York, NY
Beverly Hills, CA
New York, NY
Irvine, CA
Lake Mary, FL
New York, NY
New York, NY
New York, NY
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