City National Rochdale
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About this Advisor
Adam Elover is a financial advisor whose office is in New York, New York. Currently an investment advisor with City National Rochdale, Elover has 12 years of professional experience as a financial advisor. Elover holds Series 66 and Series 63 licenses, qualifying the advisor as a securities broker. Elover is registered to advise investors in Alabama, Arizona, Arkansas, Colorado, Connecticut, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maryland, Michigan, Minnesota, Mississippi, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Vermont, Virginia, West Virginia, Wisconsin, Texas, California and Missouri. Elover has gained experience at Rim Securities LLC and Rochdale Investment Management. City National Rochdale is headquartered in New York, New York, and operates out of 17 additional locations in the nation. In total, City National Rochdale oversees $36 billion in assets throughout 24,562 accounts and retains more than 274 people. The level of assets currently under the firm's management makes it one of the largest firms in the country. The firm manages 24,551 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 64% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. City National Rochdale provides 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 firm's fees may include asset-based fees.
Certifications and Registrations
Years of Experience
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City National Rochdale Brokerage Details
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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
Adam Elover Work History
Adam has 12 years of experience.
Rim Securities LLC
Rochdale Investment Management
Adam Elover has no disclosures.
Please visit their SEC profile for more details.