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Alexander Meleis

City National Rochdale

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About Alexander Meleis

Alexander Meleis is a financial advisor with City National Rochdale, a firm with over $50 billion in assets under management. Alexander has been working in the financial industry for over 5 years, previously at PNC Financial Services and University of Central Florida. Alexander is a Chartered Financial Analyst and holds Series 7TO, Series 63, and SIE licenses. Alexander's practice specializes in working with individuals, high-net-worth individuals, investment companies, businesses, pension and profit-sharing plans, and charitable organizations. The firm is based in New York City and has a branch office in Lake Mary, Florida.

Firm Information

Alexander Meleis is currently registered with City National Rochdale. City National Rochdale is an investment advisor with over $50 billion in assets under management. They offer a variety of services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also provide selection of other advisors and have a wrap fee program. They are registered with the SEC and have offices in New York, NY.
City National Rochdale

400 PARK AVENUE

NEW YORK, NY 10022

$68.18B

Assets Under Management

Not reported

Total Clients

113

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alexander Meleis’s Registration & Firm History

FL

01/05/2023 - Present

City National Rochdale (Lake Mary FL)

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Licenses & Designations

BC

Issued 12/16/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/28/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/10/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexander Meleis.
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