Ali
Terry
City National Rochdale
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About this Advisor
Ali Terry is a chartered financial analyst who works in Houston, Texas with 1 year of relevant experience. Terry works at City National Rochdale. Throughout their career, Terry has worked at Hourglass Capital, LLC, City National Rochdale, Aig Investments and Homemaker. Terry holds a Series 63 license, certifying them as a securities broker, and is registered to work in Texas. City National Rochdale is an advisory business based in New York, NY. The firm has offices in nine locations and a total of 300 financial advisors. It handles $54 billion in assets among its 41,759 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 372 charities and foundations. Of its 41,759 client accounts, 81% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The company performs a number 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. A financial advisor's fee schedules typically vary depending on which services the firm provides the client. However, fees billed by City National Rochdale most likely are comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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City National Rochdale Brokerage Details
$54,166,000,000
300
41,759
$1,297,110
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
Ali Terry Work History
Ali has been registered as a financial advisor for 1 years.*
City National Rochdale
Homemaker
Aig Investments
Hourglass Capital, 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 Ali Terry 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
Lake Mary, FL
New York, NY
New York, NY
New York, NY
Beverly Hills, CA
New York, NY
New York, NY
Beverly Hills, CA
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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