Steve
Landefeld
City National Rochdale
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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
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
Steve Landefeld Work History
City National Rochdale
Ameriprise Financial Services, Inc
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.
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