Ted
Cox
City National Rochdale
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About this Advisor
Ted Cox is a financial advisor based in Richmond, Virginia, working with City National Rochdale. Ted has previously held positions at Rim Securities LLC and Rochdale Investment Management Inc. Ted has passed the Series 66 regulatory exam and is registered to provide services in a wide range of states, including Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maine, Massachusetts, Minnesota, Missouri, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Virginia, Washington, and West Virginia. Currently, Ted is part of City National Rochdale, which operates out of Richmond, Virginia. 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
Ted Cox Work History
Rim Securities LLC
Rochdale Investment Management Inc
Disclosures
Please visit the SEC profile of Ted Cox to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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