Thomas
Oconnell
City National Rochdale
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About this Advisor
Thomas Oconnell is a financial advisor based in New York, New York, working with City National Rochdale. Thomas has previously held positions at City National Rochdale, Bank Of America, Providence College, and Cnr Securities. Thomas has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Thomas is part of City National Rochdale, which operates out of New York, New York. The firm has 9 offices and 220 employees. The firm manages assets totaling $60.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at City National Rochdale includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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City National Rochdale Brokerage Details
$60,065,620,722
220
43,108
$1,393,375
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
Thomas Oconnell Work History
City National Rochdale
Cnr Securities
Bank Of America
Bank Of America
Providence College
Providence College
Disclosures
Please visit the SEC profile of Thomas Oconnell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at City National Rochdale
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