Terrence
Loughran

City National Rochdale

CRD#2376446
Investment Advisor
in New York, NY
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About this Advisor

Terrence Loughran is an investment advisor located in New York, New York. Currently an advisor with City National Rochdale, Loughran has 11 years of work experience. Loughran has a Series 63 license, certifying them as a securities agent. Loughran can act as a financial advisor in California. Throughout their career, they have worked at Rim Securities, City National Bank and Rochdale Investment Management. City National Rochdale is headquartered in New York, New York, and has 17 offices in the United States. In aggregate, City National Rochdale manages $36 billion in assets throughout 24,562 accounts and retains more than 274 people. The level of assets currently under the firm's management places it among the largest firms in the United States. 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 advisor firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. City National Rochdale can provide 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, Chartered Financial Analyst

Years of Experience

11 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

Terrence Loughran Work History

Terrence has 11 years of experience.

2012 - Present (7 years)

Rim Securities

2012 - Present (7 years)

Rochdale Investment Management

2007 - Present (12 years)

City National Bank

Disclosures

Terrence Loughran has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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