Michael
Simon
City National Rochdale
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About this Advisor
Michael Simon is a financial advisor working out of New York, New York with 2 years of relevant experience. Simon is an advisor for City National Rochdale. During their career, Simon has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Cinemark, Sal'S Pizza And Baglery, California State University, Monterey Bay, Upland High School and City National Rochdale. Simon holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in California. City National Rochdale is a financial advisory firm based in New York, NY. It has offices in nine locations and a total of 300 financial advisors. It oversees $54 billion in assets under management between its 41,759 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 372 charities and foundations. Of its 41,759 client accounts, 81% are associated with high-net-worth investors who have greater than $1 million in assets. The advisory firm offers a diverse range 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. Financial management fees typically vary depending on the services. Fees charged by City National Rochdale most likely consist of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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City National Rochdale Brokerage Details
$54,166,000,000
300
41,759
$1,297,110
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
Michael has been registered as a financial advisor for 2 years.*
City National Rochdale
Merrill Lynch, Pierce, Fenner & Smith Inc
Cinemark
Sal'S Pizza And Baglery
California State University, Monterey Bay
Upland High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
San Francisco, CA
Beverly Hills, CA
New York, NY
New York, NY
Beverly Hills, CA
Lake Mary, FL
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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