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Raja Raza

CNR Securities, LLC

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About Raja Raza

Raja Raza is a financial advisor associated with City National Rochdale, a firm that manages over $50 billion in assets. Raja has been working in the financial industry since December 2016 and has a broad range of experience in financial planning, portfolio management, and investment advisory services. Raja is also a Certified Financial Planner. Raja is currently registered with the State of Florida and the State of New York.

Firm Information

Raja Raza is currently registered with CNR Securities, LLC. 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.
CNR Securities, LLC

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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Raja Raza’s Registration & Firm History

NY

06/10/2024 - Present

CNR Securities, LLC (NEW YORK NY)

MO

01/24/2023 - 09/22/2023

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)

FL

08/01/2022 - 09/22/2023

WELLS FARGO CLEARING SERVICES, LLC (PALM BEACH FL)

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Licenses & Designations

BC

Issued 05/12/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/07/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/01/2022

Series 7TO - General Securities Representative Examination

BC

Issued 04/22/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Raja Raza.
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