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Peter Michael Green

City National Rochdale

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About Peter Michael Green

Peter Green is a financial professional with over 30 years of experience in the industry. Peter holds licenses in 51 states and is registered with the Securities and Exchange Commission as an investment advisor representative. Peter specializes in financial planning, portfolio management, and retirement planning. Peter is currently employed by City National Rochdale, a firm that has over $50 billion in assets under management. Peter has a strong track record of success in helping clients achieve their financial goals.

Firm Information

Peter Green 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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Peter Green’s Registration & Firm History

NY

04/05/2021 - Present

City National Rochdale (NEW YORK NY)

NJ

08/05/2004 - 07/31/2012

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (MADISON NJ)

MA

01/06/2000 - 06/17/2004

STATE STREET GLOBAL MARKETS, LLC (BOSTON MA)

NY

04/13/1995 - 09/18/1997

DEUTSCHE MORGAN GRENFELL INC. (NEW YORK NY)

NA

04/25/1988 - 04/26/1993

JAMES CAPEL INCORPORATED

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Licenses & Designations

BC

Issued 01/31/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/28/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/25/1991

Series 3 - National Commodity Futures Examination

BC

Issued 01/21/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Michael Green.
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