John
Kakolewski

City National Rochdale

CRD#5286238
Investment Advisor
in New York, NY

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About this Advisor

John Kakolewski is a chartered financial analyst who works out of New York, New York, with 14 years of industry experience. Kakolewski is currently employed by City National Rochdale. Their career trajectory has included roles at Rim Securities LLC and Rochdale Investment Management LLC. Kakolewski maintains Series 66 and Series 63 licenses, qualifying them as a securities broker, and is registered to serve investors in California and Texas. City National Rochdale is a financial advisory firm headquartered in New York, NY. The investment advisory business has offices in nine locations and a total of 300 financial advisors. It has $54 billion in assets between its 41,759 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 372 charities and foundations. Of its 41,759 client accounts, 81% belong to high-net-worth individuals who have at least $1 million in investable assets. City National Rochdale performs a diverse array of services, such as 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. Financial advisory fees largely are based on which services the firm provides the client. However, fees charged by City National Rochdale likely include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 63, Chartered Financial Analyst

Years Registered*

14 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, Fixed Fees

Office Location

400 Park Avenue 10Th Floor
New York, NY 10022

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City National Rochdale Brokerage Details

Total Assets Under Management

$54,166,000,000

NY Average: $7,464,549,021
Total Number of Employees

300

NY Average: 88
Total Number of Accounts

41,759

NY Average: 3,892
Average Account Size

$1,297,110

NY Average: $1,917,921

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

John Kakolewski Work History

John has been registered as a financial advisor for 14 years.*

2006 - Present (18 years)

Rim Securities LLC

2006 - Present (18 years)

Rochdale Investment Management LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Kakolewski 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

Scott Wachs
New York, NY
Nadia Gaston
New York, NY
Oleksa Gerlak
New York, NY
Christopher Austin
Beverly Hills, CA
Daniel Butterly
Beverly Hills, CA
Leigh Bucholtz
Lake Mary, FL
Matthew Larson
New York, NY
David Shapiro
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. 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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