Michael
Taila
City National Rochdale
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About this Advisor
Michael Taila is a financial advisor based in New York, New York with a total of 10 years of industry experience. Taila is on the advisory team at City National Rochdale. Throughout their career, they have worked at City National Bank, Rim Securities LLC and Rochdale Investment Management. Taila maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in California. City National Rochdale is a financial advisory company that has its headquarters in New York, NY. The firm has offices in nine locations and a total of 300 employees. It handles $54 billion in assets between its 41,759 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 372 charitable organizations. Of its 41,759 client accounts, 81% belong to high-net-worth individuals who have more than $1 million in investable assets. City National Rochdale offers a broad set of services, such as 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 charged by financial advisors typically are based on the services. Fees charged by City National Rochdale most likely consist 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 Taila Work History
Michael has been registered as a financial advisor for 10 years.*
Rim Securities LLC
Rochdale Investment Management
City National Bank
*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 Taila 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
New York, NY
New York, NY
Beverly Hills, CA
Lake Mary, FL
Beverly Hills, CA
San Francisco, CA
Beverly Hills, CA
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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