Peter
Green

City National Rochdale

CRD#1357867
Investment Advisor
in New York, NY
Are you Peter Green? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 63, Certified Financial Planner

Years of Experience

14 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

400 Park Avenue 10Th Floor
New York, NY 10022

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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.

2012 - Present (7 years)

Rochdale Investment Management LLC

2012 - Present (7 years)

Rim Securities LLC

2004 - 2012 (8 years)

Prudential Insurance Company Of America

2004 - 2012 (8 years)

Prudential Investment Management Services LLC

Disclosures

Peter Green has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started