City National Rochdale
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About this Advisor
Peter Green is a certified financial planner working in New York, New York, who has been in the financial industry for 14 years. Green works at City National Rochdale. During their career, the advisor has held roles at Prudential Insurance Company Of America, Prudential Investment Management Services LLC, Rochdale Investment Management LLC and Rim Securities LLC. Green has a Series 63 license, certifying them as a securities representative, and can advise clients in California. City National Rochdale is a company that has its headquarters in New York, New York. It has offices in 17 locations and a total of 274 advisors. It oversees $36 billion in assets between its 24,562 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 94 charitable organizations. Of its 24,562 client accounts, 64% belong to high-net-worth investors who have more than $1 million in investable assets. The company performs 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 charged by financial advisors largely are based on which services the firm provides the client. However, fees charged by City National Rochdale typically consist of asset-based fees.
Certifications and Registrations
Years of Experience
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City National Rochdale Brokerage Details
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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
Peter Green Work History
Peter has 14 years of experience.
Rochdale Investment Management LLC
Rim Securities LLC
Prudential Insurance Company Of America
Prudential Investment Management Services LLC
Peter Green has no disclosures.
Please visit their SEC profile for more details.