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Kevin Patrick McKenna

City National Rochdale

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About Kevin Patrick McKenna

Kevin McKenna is a registered representative at City National Rochdale, where Kevin has been employed since June 2021. Kevin is also a licensed investment advisor representative in New York. Kevin has been in the securities industry since June 2019. Kevin has passed the General Securities Representative Examination (Series 7), Securities Industry Essentials Examination (SIE), and the Uniform Combined State Law Examination (Series 66). Kevin is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).

Firm Information

Kevin McKenna 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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Kevin McKenna’s Registration & Firm History

NY

10/24/2022 - Present

City National Rochdale (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/22/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/11/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/30/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Patrick McKenna.
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