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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheldon? Claim Your ProfileSheldon Craig Brandau is a financial advisor registered with City National Rochdale, a firm with more than $50 billion in assets under management. Sheldon has been in the financial services industry since April 13, 2001. He is a registered representative in Florida, Texas, and many other states. Sheldon has experience working with high-net-worth individuals, corporations, investment companies, and other institutional clients. He offers a range of services, including portfolio management, selection of other advisors, and financial planning. Sheldon's previous experience includes working at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Sanford C. Bernstein & Co., Inc.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
01/17/2014 - Present
City National Rochdale (NEW YORK NY)
FL
08/25/2004 - 08/03/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LAUDERDALE FL)
NY
03/16/1995 - 08/24/1998
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
BOTH
Issued 09/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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