TrueAdvisor
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AB
CFA
AB
CFA

Andrew Gregory Block

City National Rochdale
12 Years of Experience
Broker
View SEC Summary
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 Dr, 6th Floor, Beverly Hills, CA, 90210

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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.

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Employment History
Current Registrations
City National Rochdale
February 2013 - Present · 13 yrs
Cnr Securities, LLC
January 2013 - Present · 13 yrs 1 mo
Cnr Securities, LLCBroker
January 2013 - Present · 13 yrs 1 mo
State Registrations6 states
CACOCTHINJTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.