Kurt
Lippincott

City National Rochdale

CRD#3274488
Investment Advisor
in New York, NY
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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

Series 66, Chartered Financial Analyst

Years of Experience

15 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

570 Lexington Ave
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

Kurt Lippincott Work History

Kurt has 15 years of experience.

2014 - Present (5 years)

City National Rochdale

2003 - 2014 (11 years)

Credit Suisse Securities (Usa) LLC

Disclosures

Kurt Lippincott has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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