Daiana
Kelleyian

City National Rochdale

CRD#6219442
Investment Advisor
in New York, NY
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About this Advisor

Daiana Kelleyian is an investment advisor whose office is in New York, New York. Currently a registered advisor with City National Rochdale, they have accumulated 10 years of professional experience in the financial advisory industry. Kelleyian has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Kelleyian can work with investors based out of California. During their career, Kelleyian has held roles at City National Bank, On Maternity Leave, Makine Studios, Rim Securities, LLC and City National Rochdale. City National Rochdale is located in New York, New York, and operates out of 17 brick-and-mortar locations in the country. Overall, City National Rochdale manages $36 billion in assets dispersed across 24,562 accounts and employs more than 274 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the nation. The firm manages 24,551 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 64% of the advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. 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's fees may include asset-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

10 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

Daiana Kelleyian Work History

Daiana has 10 years of experience.

2012 - Present (7 years)

Rim Securities, LLC

2012 - Present (7 years)

City National Rochdale

2011 - Present (8 years)

City National Bank

2010 - 2011 (1 years)

On Maternity Leave

2009 - 2010 (1 years)

Makine Studios

2008 - 2009 (1 years)

City National Bank

Disclosures

Daiana Kelleyian has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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