City National Rochdale
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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
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
Andrew Block Work History
Andrew has 10 years of experience.
Rim Securities LLC
Rochdale Investment Management
City National Bank
Andrew Block has no disclosures.
Please visit their SEC profile for more details.