City National Rochdale
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About this Advisor
Brandon Marty is a chartered financial analyst working out of New York, New York, who has been in the financial industry for 11 years. Marty currently works for City National Rochdale. Their career trajectory has included roles at Credit Suisse Securities (Usa) LLC, Pricewaterhousecoopers and Citi National Rochdale. Marty maintains a Series 63 license, designating them as a securities broker, and can advise clients in California. City National Rochdale is a business operating in New York, New York. The investment advisory business has offices in 17 locations and a total of 274 employees. It manages $36 billion in total assets among its 24,562 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 94 charities and foundations. Of its 24,562 client accounts, 64% are associated with high-net-worth clients who have more than $1 million in assets. The firm offers a broad assortment 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. A financial advisor's fees usually are based on the financial services offered. However, fees charged 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
Brandon Marty Work History
Brandon has 11 years of experience.
Citi National Rochdale
Credit Suisse Securities (Usa) LLC
Brandon Marty has no disclosures.
Please visit their SEC profile for more details.