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Keren Zhou

City National Rochdale

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About Keren Zhou

Keren Zhou is a registered representative with City National Rochdale, a firm that manages more than $50 billion in assets. Keren has been in the financial industry since 2017, when she started working for Wilmington Capital Securities, LLC. Previously, Keren also worked for Aeon Capital Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Keren is licensed in New York and New Jersey. Keren is a member of Eurena Holdings LLC, which is an entity formed by Keren and her spouse for the purpose of owning real estate investments.

Firm Information

Keren Zhou 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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Keren Zhou’s Registration & Firm History

NY

12/06/2022 - Present

City National Rochdale (NEW YORK NY)

GA

10/24/2019 - 09/20/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALPHARETTA GA)

NY

06/11/2018 - 10/24/2019

AEON CAPITAL INC (New York NY)

NY

07/18/2017 - 07/02/2018

WILMINGTON CAPITAL SECURITIES, LLC (New York NY)

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Licenses & Designations

BOTH

Issued 01/03/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Keren Zhou.
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