City National Rochdale
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About this Advisor
Robert Delong is a financial advisor in New York, New York. Currently an advisor at City National Rochdale, Delong has 10 years of practice in the financial advisory industry. Delong holds Series 63 and Series 66 licenses, qualifying them as a securities broker. Delong can serve customers based out of Alaska, Arizona, Arkansas, California, Colorado, Hawaii, Idaho, Illinois, Indiana, Kansas, Maryland, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Jersey, Oregon, Pennsylvania, South Carolina, Utah, Washington and Texas. Throughout their career, Delong has worked at Rim Securities LLC, Rochdale Investment Management LLC and Vulcan Capital. City National Rochdale is headquartered in New York, New York, and operates out of 17 locations throughout the nation. In total, City National Rochdale oversees $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 nation. The firm manages 24,551 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 64% of the firm's investors are high-net-worth individuals, meaning they have more than $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's fees may include 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
Robert Delong Work History
Robert has 10 years of experience.
Rim Securities LLC
Rochdale Investment Management LLC
Robert Delong has no disclosures.
Please visit their SEC profile for more details.