TrueAdvisor
TrueAdvisor
AS
AS

Alexandra Taylor Sandoval

City National Rochdale
1 Year 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

18111 Von Karman Avenue, Irvine, CA, 92612

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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
March 2024 - Present · 1 yr 11 mos
Cnr Securities, LLCBroker
December 2023 - Present · 2 yrs 2 mos
Cnr Securities, LLC
December 2023 - Present · 2 yrs 2 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.