City National Rochdale
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About this Advisor
Elizabeth Dooley is a chartered financial analyst based out of New York, New York, who has 18 years of financial industry experience. Dooley works at City National Rochdale. The advisor has gained experience at Rochdale Investment Management and Rim Securities LLC. Dooley maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Alabama, Arizona, Arkansas, Delaware, Florida, Indiana, Kansas, Kentucky, Maine, Maryland, Missouri, New Jersey, California, Colorado, Georgia, Louisiana, Massachusetts, Mississippi, New Hampshire, Connecticut, Michigan, Montana, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Virginia, Washington, West Virginia and Wisconsin. City National Rochdale is a financial advisory business that has its headquarters in New York, New York. The investment advisory business has offices in 17 locations and a total of 274 financial advisors. It handles $36 billion in assets under management across its 24,562 accounts, placing it among the biggest firms in the country by assets under management. The firm serves 94 charitable organizations. Of its 24,562 client accounts, 64% belong to high-net-worth individuals who have at least $1 million in assets. The advisory firm provides a number of services, including 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. Fees for financial advice usually are based on which service is offered. However, fees billed by City National Rochdale typically consist of 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
Elizabeth Dooley Work History
Elizabeth has 18 years of experience.
Rochdale Investment Management
Rim Securities LLC
Elizabeth Dooley has no disclosures.
Please visit their SEC profile for more details.