City National Rochdale
Answer a few questions and
get matched with an advisor.
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
Years of Experience
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
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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.
Rochdale Investment Management
City National Bank
Terrence Loughran has no disclosures.
Please visit their SEC profile for more details.