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Hannah Grace Giordano

City National Rochdale

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About Hannah Grace Giordano

Hannah Grace Giordano is an investment advisor representative at City National Rochdale. Hannah has been in the industry since 2015. She is licensed in California and New York. Hannah holds the Series 7, Series 63, Series 65, and SIE exams. She is also qualified as an Assistant Representative-Order Processing. Hannah specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Hannah has over 10 years of experience in the financial services industry.

Firm Information

Hannah Giordano 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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Hannah Giordano’s Registration & Firm History

NY

04/05/2021 - Present

City National Rochdale (NEW YORK NY)

NY

09/22/2015 - 01/06/2017

WESTCO INVESTMENT CORP. (LYNBROOK NY)

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Licenses & Designations

IA

Issued 08/12/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/08/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/18/2016

Series 7 - General Securities Representative Examination

BC

Issued 09/22/2015

Series 11 - Assistant Representative-Order Processing Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Hannah Grace Giordano.
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