Adam
Elover

City National Rochdale

CRD#4554258
Investment Advisor
in New York, NY
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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

Series 66, Series 63, Chartered Financial Analyst

Years of Experience

12 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

Disclosures

No

Office Location

400 Park Avenue 10Th Floor
New York, NY 10022

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City National Rochdale Brokerage Details

Total Assets Under Management

$38,932,916,350

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

274

NY Average: 88
Total Number of Accounts

27,575

NY Average: 3,892
Average Account Size

$1,411,892

NY Average: $1,917,921

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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.

2006 - Present (13 years)

Rim Securities LLC

2006 - Present (13 years)

Rochdale Investment Management

Disclosures

Adam Elover has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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