Adam Jason Izaac

CFA

City National Rochdale

14 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

City National Rochdale

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

117 advisors

Number of Clients

16,838 clients

Average Client Portfolio

$4.0M average

Assets Under Management

$68.2B

Fee Structure

Minimum Investment:$1M

Financial Planning:Investment management only

Location

400 N Roxbury Drive, Beverly Hills, CA, 90210

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

City National Rochdale

January 2017 - Present · 9 yrs 1 mo

Cnr Securities, LLC

January 2017 - Present · 9 yrs 1 mo

Cnr Securities, LLCBroker

January 2017 - Present · 9 yrs 1 mo

Previous Registrations

City National Securities, INC.

February 2014 - January 2017 · 2 yrs 11 mos

City National Securities, INC.Broker

February 2014 - January 2017 · 2 yrs 11 mos

Northwestern Mutual Investment Services, LLCBroker

August 2013 - January 2014 · 5 mos

Northwestern Mutual Investment Services,llc

August 2013 - January 2014 · 5 mos

Merkaba Investment Advisors LLC

September 2012 - January 2013 · 4 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

January 2011 - April 2012 · 1 yr 3 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

January 2011 - April 2012 · 1 yr 3 mos

National Planning CorporationBroker

July 2003 - September 2003 · 2 mos

State Registrations4 states

CAIDNYTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.