Kashif
Ahmad

City National Rochdale

CRD#2518668
Investment Advisor
in New York, NY
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About this Advisor

Kashif Ahmad is a chartered financial analyst who works out of New York, New York, who has 19 years of financial industry experience. Ahmad works at City National Rochdale. Over the course of their career, Ahmad has held roles at Rochdale Investment Management and Rim Securities LLC. Ahmad maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Arizona, Colorado, Connecticut, Florida, Georgia, Kentucky, Louisiana, Maine, Massachusetts, Missouri, Nevada, New Hampshire, New Mexico, North Carolina, Ohio, California, Delaware, Illinois, Indiana, Maryland, New Jersey, Kansas, Michigan, Pennsylvania, Rhode Island, Texas, Vermont, Virginia, Washington and Wisconsin. City National Rochdale is a financial advisory business that has its headquarters in New York, New York. The firm has offices in 17 locations and a total of 274 employees. It handles $36 billion in assets under management between its 24,562 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to 94 charities and foundations. Of its 24,562 accounts, 64% are associated with high-net-worth individuals who have more than $1 million in investable assets. The business 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. A financial advisor's fees are based on which services the firm provides the client. Fee types billed by City National Rochdale typically consist of asset-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

19 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

Kashif Ahmad Work History

Kashif has 19 years of experience.

1999 - Present (20 years)

Rochdale Investment Management

1999 - Present (20 years)

Rim Securities LLC

Disclosures

Kashif Ahmad has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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