RBC Rochdale, LLC

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Client assets under management

$50,050,177,959

Clients

16,170

98% high-net worth

Advisors

125

of 269 employees

Firm type

Enterprise

51-2,000 advisors or $10B+ in AUM

Clients per advisor

129

Very High

Average account size

$3,095,249

Client services

Portfolio management Selection of other advisers

Main office location

RBC Rochdale, LLC

400 Park Avenue, 10 Th Floor

New York NY 10022, United States

Number of offices

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 212-702-3500

Advisors at this firm

Stephen K

Series 66

New York, NY

RBC Rochdale, LLC

Ricardo K

CFA®, Series 63, Series 65

Brooklyn, NY

RBC Rochdale, LLC

Albert D

Series 63, Series 66

Beverly Hills, CA

RBC Rochdale, LLC

Connor B

Series 66

Beverly Hills, CA

RBC Rochdale, LLC

Drew H

Series 63, Series 65

Mt. Juliet, TN

RBC Rochdale, LLC

Paul G

Series 66

New York, NY

RBC Rochdale, LLC

Samuel M

Series 66

Beverly Hills, CA

RBC Rochdale, LLC

Simon C

Series 66

La Jolla, CA

RBC Rochdale, LLC

Christopher A

CFA®, Series 63, Series 65

Irvine, CA

RBC Rochdale, LLC

Eric F

CFA®, Series 63

Ridgewood, NJ

RBC Rochdale, LLC

Michael C

Series 65

New York, NY

RBC Rochdale, LLC

Daniel P

Series 66

Houston, TX

RBC Rochdale, LLC

Nicholas T

CFA®, Series 63

Pompton Plains, NJ

RBC Rochdale, LLC

Boston R

CFA®, Series 66

Lake Mary, FL

RBC Rochdale, LLC

Jonathan H

CFA®, Series 63, Series 65

Brooklyn, NY

RBC Rochdale, LLC

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