Christopher
Martin

City National Rochdale

CRD#6124233
Investment Advisor
in New York, NY
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About this Advisor

Christopher Martin is a chartered financial analyst working out of New York, New York, who has been in the industry for 11 years. Martin is an advisor for City National Rochdale. Over the course of their career, they have held roles at State Street Corp, Wamco, City National Bank, Rim Securities LLC and Rochdale Investment Management. Martin maintains a Series 63 license, certifying them as a securities broker, and is approved to work in California. City National Rochdale is a financial advisory company headquartered in New York, New York. It has offices in 17 locations and a total of 274 advisors. It handles $36 billion in assets among its 24,562 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 94 charitable organizations. Of its 24,562 customer accounts, 64% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The business performs a diverse set 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 fee schedules usually depend on the services. However, fees billed by City National Rochdale typically consist of 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

Christopher Martin Work History

Christopher has 11 years of experience.

2012 - Present (7 years)

Rim Securities LLC

2012 - Present (7 years)

Rochdale Investment Management

2010 - 2010 (0 years)

Wamco

2010 - Present (9 years)

City National Bank

2007 - 2010 (3 years)

State Street Corp

Disclosures

Christopher Martin has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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