City National Rochdale
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About this Advisor
Kurt Lippincott is a financial advisor in New York, New York. Currently an investment advisor at City National Rochdale, Lippincott has 15 years of work experience as a financial advisor. Lippincott maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Lippincott can act as a financial advisor based out of California. Their career trajectory has included roles at Credit Suisse Securities (Usa) LLC and City National Rochdale. City National Rochdale is based out of New York, New York, and has 17 other locations in the nation. Overall, City National Rochdale oversees $36 billion in assets throughout 24,562 client accounts and employs more than 274 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the country. The firm manages 24,551 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 64% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. City National Rochdale can offer 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. The firm may charge clients 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
Kurt Lippincott Work History
Kurt has 15 years of experience.
City National Rochdale
Credit Suisse Securities (Usa) LLC
Kurt Lippincott has no disclosures.
Please visit their SEC profile for more details.