Joseph
Querriera

City National Rochdale

CRD#6129224
Investment Advisor
in New York, NY
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About this Advisor

Joseph Querriera is a chartered financial analyst based in New York, New York, who has been in the financial industry for 14 years. Querriera currently works for City National Rochdale. Throughout their career, Querriera has worked at Rim Securities LLC, City National Bank and Rochdale Investment Management. Querriera holds a Series 63 license, which qualifies them as a securities broker, and can work in California. City National Rochdale is a financial advisory company that has its headquarters in New York, New York. The investment advisory business has offices in 17 locations and a total of 274 employees. It handles $36 billion in total assets among its 24,562 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 94 charities and foundations. Of its 24,562 accounts, 64% belong to high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm provides a wide array 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. Fees for financial advice are based on which services are offered. However, fee types charged by City National Rochdale typically consist of asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

14 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

Joseph Querriera Work History

Joseph has 14 years of experience.

2012 - Present (7 years)

Rim Securities LLC

2012 - Present (7 years)

Rochdale Investment Management

2004 - Present (15 years)

City National Bank

Disclosures

Joseph Querriera has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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