Andrew
Block

City National Rochdale

CRD#6136632
Investment Advisor
in New York, NY
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About this Advisor

Andrew Block is a chartered financial analyst working in New York, New York, who has 10 years of financial industry experience. Block is an advisor for City National Rochdale. Over the course of their career, Block has held roles at City National Bank, Rim Securities LLC and Rochdale Investment Management. Block maintains a Series 63 license, certifying them as a securities agent, and can work in California. City National Rochdale is a financial advisory company headquartered in New York, New York. The company has offices in 17 locations and a total of 274 advisors. It controls $36 billion in assets among its 24,562 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 94 charitable organizations. Of its 24,562 customer accounts, 64% belong to high-net-worth clients who have greater than $1 million in investable assets. City National Rochdale offers a wide range of services, such as 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. Financial management fees largely are based on which services the firm provides the client. Fee types billed by City National Rochdale typically consist of asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

10 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

$35,690,989,039

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

274

NY Average: 88
Total Number of Accounts

24,562

NY Average: 3,892
Average Account Size

$1,453,098

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

Andrew Block Work History

Andrew has 10 years of experience.

2012 - Present (7 years)

Rim Securities LLC

2012 - Present (7 years)

Rochdale Investment Management

2008 - Present (11 years)

City National Bank

Disclosures

Andrew Block has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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