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Erin Lee Patak

City National Rochdale

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About Erin Lee Patak

Erin Patak is a financial advisor with City National Rochdale. Erin has been in the financial services industry since 2018. Erin is a Certified Financial Planner™ and holds Series 7, 7TO, 63, and 65 licenses. Erin has experience working with high-net-worth individuals, investment companies, corporations, and pension plans. Erin's previous employers include Merrill Lynch and Goldman Sachs. Erin has a strong background in portfolio management and provides a range of services to her clients, including financial planning, investment management, and portfolio management for businesses.

Firm Information

Erin Patak 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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Erin Patak’s Registration & Firm History

NY

06/30/2023 - Present

City National Rochdale (NEW YORK NY)

TX

11/07/2019 - 06/25/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)

NY

03/14/2018 - 08/19/2019

GOLDMAN SACHS & CO. LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/22/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/11/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/01/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/14/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Erin Lee Patak.
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