Daiana
Kelleyian
City National Rochdale
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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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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City National Rochdale Brokerage Details
$35,690,989,039
274
24,562
$1,453,098
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Answer a few questions to get a personalized match.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.
Rim Securities, LLC
City National Rochdale
City National Bank
On Maternity Leave
Makine Studios
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.