Robert
Delong

City National Rochdale

CRD#1292520
Investment Advisor
in New York, NY
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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

Series 63, Series 66, Chartered Financial Analyst

Years of Experience

10 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

Robert Delong Work History

Robert has 10 years of experience.

2011 - Present (8 years)

Rim Securities LLC

2011 - Present (8 years)

Rochdale Investment Management LLC

2008 - 2008 (0 years)

Vulcan Capital

Disclosures

Robert Delong has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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