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Poul erik Olsen

City National Rochdale

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About Poul erik Olsen

Poul erik Olsen is a financial advisor with City National Rochdale. Poul erik Olsen is a registered investment advisor representative in California and a registered investment advisor representative (resident) in Texas. Poul erik Olsen has been in the industry since 1997. They previously worked for ELECTRONIC GLOBAL SECURITIES, INC., BANC OF AMERICA SECURITIES LLC, MONTGOMERY SECURITIES, and ROBERTSON, STEPHENS & COMPANY LLC. Poul erik Olsen is also registered as a broker in 29 states and the District of Columbia.

Firm Information

Poul erik Olsen 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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Poul erik Olsen’s Registration & Firm History

CA

01/02/2009 - Present

City National Rochdale (san francisco CA)

NY

01/07/2002 - 08/26/2002

ELECTRONIC GLOBAL SECURITIES, INC. (NEW YORK NY)

NY

10/01/1997 - 05/22/2000

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

CA

03/11/1997 - 10/01/1997

MONTGOMERY SECURITIES (SAN FRANCISCO CA)

CA

11/29/1994 - 02/28/1997

ROBERTSON, STEPHENS & COMPANY LLC (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 08/05/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/10/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/28/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Poul erik Olsen.
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