City National Rochdale
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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
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
Charles Worden Work History
Charles has 11 years of experience.
City National Rochdale
Harbourvest Partners, LLC
Brown Brothers Harriman
Ing Financial Partners, Inc
Charles Worden has no disclosures.
Please visit their SEC profile for more details.