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Leigh Carol Bucholtz

City National Rochdale

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About Leigh Carol Bucholtz

Leigh Carol Bucholtz is a financial advisor with City National Rochdale. Leigh has been in the financial industry since 2009 and has experience working for a variety of firms including TD Ameritrade, Fidelity Brokerage Services, and Merrill Lynch. Leigh specializes in portfolio management for businesses, individuals, and investment companies.

Firm Information

Leigh Bucholtz 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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Leigh Bucholtz’s Registration & Firm History

FL

04/26/2024 - Present

City National Rochdale (Lake Mary FL)

PA

06/01/2022 - 11/17/2022

LPL FINANCIAL LLC (PHILADELPHIA PA)

NJ

01/26/2022 - 05/26/2022

CHARLES SCHWAB & CO., INC. (Marlton NJ)

NJ

07/19/2017 - 05/26/2022

TD AMERITRADE, INC. (MARLTON NJ)

PA

06/10/2014 - 02/06/2017

FIDELITY BROKERAGE SERVICES LLC (PHILADELPHIA PA)

NJ

10/23/2009 - 06/02/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MT. LAUREL NJ)

NJ

08/31/2009 - 10/23/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (BORDENTOWN NJ)

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Licenses & Designations

BOTH

Issued 03/05/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/28/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Leigh Carol Bucholtz.
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