Vern
Montross
City National Rochdale
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About this Advisor
Vern Montross is a financial advisor based in New York, New York, working with City National Rochdale. Vern has previously held positions at Rim Securities and City National Rochdale. Vern has passed the Series 66 regulatory exam and is registered to provide services in Arizona, New York, Oklahoma, and Texas. Currently, Vern 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
Vern Montross Work History
Rim Securities
City National Rochdale
Disclosures
Please visit the SEC profile of Vern Montross 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
New York, NY
New York, NY
Beverly Hills, CA
New York, NY
Irvine, CA
New York, NY
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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