Michael
Simon
City National Rochdale
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About this Advisor
Michael Simon is a financial advisor based in New York, New York, working with City National Rochdale. Michael has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Cinemark, Sal's Pizza And Bagelry, California State University, Monterey Bay, Upland High School, and City National Rochdale. Michael has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Michael is part of City National Rochdale, which operates out of New York, New York. The firm has 9 offices and 220 employees. The firm manages assets totaling $60.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at City National Rochdale includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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City National Rochdale Brokerage Details
$60,065,620,722
220
43,108
$1,393,375
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
Michael Simon Work History
City National Rochdale
Merrill Lynch, Pierce, Fenner & Smith Inc
Cinemark
Sal'S Pizza And Baglery
California State University, Monterey Bay
Upland High School
Disclosures
Please visit the SEC profile of Michael Simon 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
Beverly Hills, CA
Auburn, AL
New York, NY
Irvine, CA
New York, NY
New York, NY
New York, NY
New York, NY
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