Steve
Landefeld

City National Rochdale

CRD#6029227
Investment Advisor
in Chicago, IL

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About this Advisor

Steve Landefeld is a financial advisor based in Chicago, Illinois, working with City National Rochdale. Steve has previously held positions at Peak6 Investments Lp, Ameriprise Financial Services, Inc, and City National Rochdale. Steve has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Steve is part of City National Rochdale, which operates out of Chicago, Illinois. 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

Series 66

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

225 W. Washington Street
Chicago, IL 60606

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City National Rochdale Brokerage Details

Total Assets Under Management

$60,065,620,722

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

220

IL Average: 88
Total Number of Accounts

43,108

IL Average: 3,892
Average Account Size

$1,393,375

IL 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

Steve Landefeld Work History

2018 - Present (6 years)

City National Rochdale

2018 - 2018 (< 1 year)

Ameriprise Financial Services, Inc

2012 - 2017 (5 years)

Peak6 Investments Lp

Disclosures

Please visit the SEC profile of Steve Landefeld 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

Connor Bauer
Beverly Hills, CA
Evan Lincoln
San Francisco, CA
Benjamin Ludwig
Schweksville, PA
Wayne Titche
New York, NY
Jesse Flatt
San Francisco, CA
Keith Smith
New York, NY
Andrew Austin
New York, NY
Christopher Austin
Irvine, CA

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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