Erin Patak

from City National Rochdale
SEC regulated
Regulated Investment Advisor
Erin Patak is a financial advisor based in New York, New York, with 2 years of experience. Erin currently works for City National Rochdale. Erin maintains a S63 license (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Erin Patak works at City National Rochdale
City National Rochdale is a financial advisor based in New York, New York. It currently has around $54,147,439,349 of assets under management and employs approximately 300 people. The main advice areas covered by City National Rochdale are: portfolio management for individuals and/or small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses (other than small businesses) or institutional clients (other than registered investment companies and other pooled investment vehicles and) and selection of other advisers. City National Rochdale uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
2 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
400 Park Avenue, 10th Floor, New York, New York, 10022

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