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William D Black

City National Rochdale

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About William D Black

William Black is a financial advisor with City National Rochdale, an investment firm. William has been in the financial industry since 1991 and has held positions at several firms including Invesco Distributors, Inc., Van Kampen Funds Inc., and Clayton Brown & Associates, Inc. William is registered to sell securities in California, Illinois, and Massachusetts. William is a Chartered Financial Analyst.

Firm Information

William Black 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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William Black’s Registration & Firm History

IL

08/23/2022 - Present

City National Rochdale (Chicago IL)

IL

06/01/2010 - 02/03/2015

INVESCO DISTRIBUTORS, INC. (DOWNERS GROVE IL)

IL

06/18/1998 - 06/01/2010

VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)

OH

05/01/1998 - 06/09/1998

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

MI

04/16/1997 - 03/19/1998

FIRST OF AMERICA SECURITIES, INC. (KALAMAZOO MI)

NA

10/21/1994 - 01/20/1997

PIERCE & COMPANY L.P.

MO

08/24/1992 - 05/16/1994

EVEREN SECURITIES, INC. (ST. LOUIS MO)

IL

10/16/1989 - 08/11/1992

CLAYTON BROWN & ASSOCIATES, INC. (CHICAGO IL)

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Licenses & Designations

BC

Issued 01/29/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/1993

Series 7 - General Securities Representative Examination

BC

Issued 10/13/1989

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William D Black.
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