Richard
Limekiller

City National Rochdale

CRD#2520266
Investment Advisor
in New York, NY
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About this Advisor

Richard Limekiller is a certified financial planner and chartered financial analyst based in New York, New York. Currently a registered investment advisor at City National Rochdale, they have gathered an impressive 25 years of work experience in the financial advisory industry. Limekiller maintains a Series 63 license, designating the advisor as a securities representative. Limekiller is registered to serve customers in California and Texas. During their career, the advisor has held roles at City National Bank, Us Trust Co, Us Trust, Rim Securities LLC and City National Rochdale. City National Rochdale is headquartered in New York, New York, and operates out of 17 additional locations in the country. In aggregate, City National Rochdale manages $36 billion in assets across 24,562 accounts and retains more than 274 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the country. The firm manages 24,551 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 64% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. City National Rochdale provides 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 firm may charge clients asset-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner, Chartered Financial Analyst

Years of Experience

25 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

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City National Rochdale Brokerage Details

Total Assets Under Management

$35,690,989,039

NY Average: $7,464,549,021
Total Number of Employees

274

NY Average: 88
Total Number of Accounts

24,562

NY Average: 3,892
Average Account Size

$1,453,098

NY Average: $1,917,921

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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

Richard Limekiller Work History

Richard has 25 years of experience.

2012 - Present (7 years)

City National Bank

2012 - Present (7 years)

Rim Securities LLC

2012 - Present (7 years)

City National Rochdale

1993 - 2012 (19 years)

Us Trust Co

1993 - 2012 (19 years)

Us Trust

Disclosures

Richard Limekiller has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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