John
Kakolewski

City National Rochdale

CRD#5286238
Investment Advisor
in New York, NY
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About this Advisor

John Kakolewski is a chartered financial analyst based in New York, New York, with a total of 12 years in the industry. Kakolewski works at City National Rochdale. During their career, the advisor has held roles at Rim Securities LLC and Rochdale Investment Management LLC. Kakolewski holds Series 66 and Series 63 licenses, qualifying them as a securities agent, and can work in California and Texas. City National Rochdale is an advisory company based out of New York, New York. The company has offices in 17 locations and a total of 274 employees. It handles $36 billion in total assets among its 24,562 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 94 charitable organizations. Of its 24,562 client accounts, 64% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm has a wide array 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 typically vary depending on which service is provided. Fee types charged by City National Rochdale typically consist of asset-based fees.

Certifications and Registrations

Series 66, Series 63, Chartered Financial Analyst

Years of Experience

12 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

$35,690,989,039

NY Average: $7,464,549,021
Total Number of Employees

274

NY Average: 88
Total Number of Accounts

24,562

NY Average: 3,892
Average Account Size

$1,453,098

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

John Kakolewski Work History

John has 12 years of experience.

2006 - Present (13 years)

Rim Securities LLC

2006 - Present (13 years)

Rochdale Investment Management LLC

Disclosures

John Kakolewski has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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