Marco
Sementilli

City National Rochdale

CRD#5799859
Investment Advisor
in New York, NY
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About this Advisor

Marco Sementilli is a chartered financial analyst who works out of New York, New York, who has been in the industry for 13 years. Sementilli currently works for City National Rochdale. The advisor has gained experience at Joseph Gunnar & Company, Ubs Financial Services, Inc, Cactus Salon & Day Spa, Ubs Wealth Management, St. John'S University and Rim Securities. Sementilli holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in California. City National Rochdale is a registered investment business that has its headquarters in New York, New York. The firm has offices in 17 locations and a total of 274 employees. It oversees $36 billion in assets under management between its 24,562 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 94 charities and foundations. Of its 24,562 customer accounts, 64% are held by high-net-worth investors who have more than $1 million in investable assets. The company has 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. Fees for financial advice largely depend on which services the firm provides the client. Fees billed by City National Rochdale typically consist of asset-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

13 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

$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

Marco Sementilli Work History

Marco has 13 years of experience.

2014 - Present (5 years)

Rim Securities

2011 - 2014 (3 years)

Ubs Financial Services, Inc

2011 - 2011 (0 years)

Ubs Wealth Management

2010 - 2010 (0 years)

Joseph Gunnar & Company

2007 - 2011 (4 years)

St. John'S University

2005 - 2011 (6 years)

Cactus Salon & Day Spa

Disclosures

Marco Sementilli has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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