Charles
Worden

City National Rochdale

CRD#5505639
Investment Advisor
in New York, NY
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About this Advisor

Charles Worden is an investment advisor in New York, New York. Currently an advisor with City National Rochdale, they have accumulated 11 years of practice as a registered investment advisor. Worden maintains a Series 63 license, qualifying the advisor as a securities broker. Worden is registered to act as an advisor in California. During their career, Worden has held roles at Pace University, Titan Worldwide, Ing Financial Partners, Inc, Brown Brothers Harriman, Harbourvest Partners, LLC and City National Rochdale. City National Rochdale is located in New York, New York, and operates out of 17 other brick-and-mortar locations in the country. Overall, City National Rochdale oversees $36 billion in assets throughout 24,562 accounts and retains more than 274 people. The firm's total assets under management makes it one of the largest financial advisory firms in the country. The firm manages 24,551 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 64% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. City National Rochdale offers 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 may charge clients asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

11 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

Charles Worden Work History

Charles has 11 years of experience.

2016 - Present (3 years)

City National Rochdale

2014 - 2016 (2 years)

Harbourvest Partners, LLC

2011 - 2014 (3 years)

Brown Brothers Harriman

2009 - 2010 (1 years)

Ing Financial Partners, Inc

2008 - 2009 (1 years)

Titan Worldwide

2007 - 2009 (2 years)

Pace University

Disclosures

Charles Worden has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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