Aubrey Jean Foerster

CFA

City National Rochdale

9 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 Park Ave, New York, NY, 10022

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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

December 2021 - Present · 4 yrs 2 mos

Cnr Securities, LLC

January 2018 - Present · 8 yrs 1 mo

Cnr Securities, LLCBroker

January 2018 - Present · 8 yrs 1 mo

Previous Registrations

City National Securities, INC.

June 2016 - December 2017 · 1 yr 6 mos

City National Securities, INC.Broker

May 2016 - December 2017 · 1 yr 7 mos

State Registrations4 states

CACTNYTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.