City National Rochdale
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About this Advisor
Carolyn Finer is an advisor in New York, New York. Currently an investment advisor at City National Rochdale, Finer has 12 years of professional experience. Finer has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Finer can advise clients in California and Maryland. Over the course of their career, Finer has held roles at Ubs and Bank Of America. City National Rochdale is headquartered in New York, New York, and has 17 additional offices across the country. In aggregate, City National Rochdale oversees $36 billion in assets throughout 24,562 client accounts and retains more than 274 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the nation. The firm manages 24,551 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 64% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. City National Rochdale can offer 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
Carolyn Finer Work History
Carolyn has 12 years of experience.
Bank Of America
Carolyn Finer has no disclosures.
Please visit their SEC profile for more details.