Joseph
Querriera
City National Rochdale
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About this Advisor
Joseph Querriera is a chartered financial analyst who works out of New York, New York, with 10 years of relevant experience. Querriera is an employee of City National Rochdale. Over the course of their career, Querriera has held roles at Cnr Securities LLC, City National Bank and City National Rochdale. Querriera maintains a Series 63 license, qualifying them as a securities broker, and is able to serve investors in California. City National Rochdale is a financial advisory firm operating out of New York, NY. The firm has offices in nine locations and a total of 300 employees. It oversees $54 billion in assets under management between its 41,759 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 372 charities and foundations. Of its 41,759 accounts, 81% are associated with high-net-worth investors who have at least $1 million in assets. City National Rochdale performs 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. A financial advisor's fee schedules largely vary depending on which service is offered. Fees billed by City National Rochdale can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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City National Rochdale Brokerage Details
$54,166,000,000
300
41,759
$1,297,110
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 been registered as a financial advisor for 10 years.*
Cnr Securities LLC
City National Rochdale
City National Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Querriera to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at City National Rochdale
New York, NY
New York, NY
Beverly Hills, CA
Lake Mary, FL
New York, NY
New York, NY
New York, NY
Beverly Hills, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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