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Steve Landefeld

City National Rochdale

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About Steve Landefeld

Steve Landefeld is a registered representative and investment advisor representative with City National Rochdale. Steve has been in the financial services industry since 2013. Steve has a Series 66, Series 7, and Series 56 license. Steve has previously worked at Ameriprise Financial Services, Inc. and Peak6 Capital Management LLC. Steve specializes in providing portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

Steve Landefeld 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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Steve Landefeld’s Registration & Firm History

IL

10/03/2018 - Present

City National Rochdale (Chicago IL)

IL

04/06/2018 - 09/27/2018

AMERIPRISE FINANCIAL SERVICES, INC. (CHICAGO IL)

IL

02/28/2012 - 05/22/2017

PEAK6 CAPITAL MANAGEMENT LLC (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 04/24/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/27/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/2018

Series 7 - General Securities Representative Examination

BC

Issued 02/27/2012

Series 56 - Proprietary Trader Qualification Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steve Landefeld.
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