Lake Mary, FL Crescent Executive Court Office

Team
Updated today
RBC Rochdale, LLC logo

RBC Rochdale, LLC

Enterprise

Firm-wide stats for RBC Rochdale, LLC

Total advisors

119

Across 43 offices

Clients per advisor

136 Very High

Avg AUM per client

$3,095,249 Very High

HNW client ratio

98% Very High

About

RBC Rochdale serves a broad mix of clients including individuals (primarily high net worth and emerging high net worth), investment companies, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. The firm provides discretionary and non-discretionary portfolio management, sub-advisory services, model delivery and TAMP relationships, wrap-fee program participation, and management services for open- and closed-end investment vehicles described in its Independent Channel brochure.

The firm describes an active, multi-strategy investment process that combines quantitative screening and statistical modeling with fundamental analysis, using a proprietary Galaxy asset-allocation tool and Monte Carlo simulations to align portfolios to each client’s Investment Policy Statement. Rochdale implements strategies across U.S. core equity, international equity via ETFs, a range of fixed income sleeves, opportunistic income, real assets, and alternative/private investments, often working with third‑party sub‑advisors and independent financial advisors to construct tailored portfolios.

Notable distinctions in the brochure include Rochdale’s role as sponsor and adviser to the City National Rochdale mutual funds and interval funds and its routine use of affiliated entities (including CNR Securities and other RBC affiliates) and Pershing custodial/sweep arrangements—relationships the firm discloses as creating revenue‑sharing and other conflicts and addresses through enhanced disclosure and compliance controls. The firm also reports substantial scale (approximately $73 billion in AUM across 125 advisors), explicit use of private credit and private infrastructure exposures, and an Independent Channel focus on portfolio and sub‑advisory management rather than standalone financial planning; the brochure also discloses a March 2022 SEC settlement and subsequent compliance enhancements.

Based on RBC Rochdale, LLC

Expertise

Active portfolio management Passive / index investing Private / alternative investments Real estate investing Wealth management

Based on RBC Rochdale, LLC

Occupation focus

Founder/Business Owner Retired Executive

Based on RBC Rochdale, LLC

Location

605 Crescent Executive Court, Suite 320

Lake Mary FL 32746

Advisors at this office

8

Advisors at this office

user avatar

Boston R

CFA®, Series 66

Lake Mary, FL

RBC Rochdale, LLC

Boston Russell is a financial advisor at RBC Rochdale, LLC with the CFA® designation and 13 years of industry experience. He has worked at Rim Securities LLC and Rochdale Investment Management LLC since 2012. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and government entities. The firm employs an active, multi-strategy investment approach that combines quantitative and fundamental analysis, utilizing proprietary tools to tailor portfolios across various asset classes and often collaborating with third-party sub-advisors.

Active portfolio management Passive / index investing Private / alternative investments Real estate investing Wealth management Founder/Business Owner Retired Executive
user avatar

Juan I

Series 66, Series 65

Lake Mary, FL

RBC Rochdale, LLC

Juan Ibanez is a financial advisor with RBC Rochdale, LLC, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. He has worked at City National Rochdale since 2017 and previously held roles at Terra Capital Markets and Ameriprise. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations. The firm employs an active, multi-strategy investment process combining quantitative techniques and fundamental analysis, utilizing proprietary tools to tailor portfolios across various asset classes.

Active portfolio management Passive / index investing Private / alternative investments Real estate investing Wealth management Founder/Business Owner Retired Executive
user avatar

Rayvon S

CFA®, Series 66

Lake Mary, FL

RBC Rochdale, LLC

Rayvon Solomon is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He is currently with RBC Rochdale, LLC and has held previous roles at CNR Securities, Ameriprise, Charles Schwab Investment Management, and several other firms. Outside of his advisory work, he owns Wet Jet LLC, a retail business. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and institutional investors. The firm employs an active, multi-strategy investment approach that integrates quantitative models with fundamental analysis and uses proprietary tools to align portfolios with client investment policies.

Active portfolio management Passive / index investing Private / alternative investments Real estate investing Wealth management Founder/Business Owner Retired Executive
user avatar

Sheldon B

Series 63, Series 66

Lake Mary, FL

RBC Rochdale, LLC

Sheldon Brandau is a financial advisor with RBC Rochdale, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with Rim Securities LLC and Rochdale Investment Management LLC since 2009. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment approach that integrates quantitative screening, statistical modeling, and fundamental analysis to tailor portfolios using proprietary tools and a broad range of asset classes.

Active portfolio management Passive / index investing Private / alternative investments Real estate investing Wealth management Founder/Business Owner Retired Executive
user avatar

Brian S

CFA®, Series 63

Lake Mary, FL

RBC Rochdale, LLC

Brian Salerno is a CFA® charterholder and Series 63 licensee with 11 years of industry experience. He is currently with CNR Securities, a part of RBC Rochdale, LLC. RBC Rochdale serves a diverse range of clients including high net worth individuals, investment companies, corporations, charitable organizations, and public entities. The firm employs a multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis, utilizing proprietary tools to tailor portfolios across various asset classes.

Active portfolio management Passive / index investing Private / alternative investments Real estate investing Wealth management Founder/Business Owner Retired Executive
user avatar

Bradley S

CFA®, Series 66

Lake Mary, FL

RBC Rochdale, LLC

Bradley Skipper is a CFA® charterholder and Series 66 licensee with seven years of industry experience. He is currently with RBC Rochdale, LLC and has previously worked at CNR Securities, LLC, Fidelity Investments, and City National Rochdale. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, managing portfolios across various asset classes through proprietary tools and third-party sub-advisors.

Active portfolio management Passive / index investing Private / alternative investments Real estate investing Wealth management Founder/Business Owner Retired Executive
user avatar

Elayna B

Series 66

Lake Mary, FL

RBC Rochdale, LLC

Elayna Barrison is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and bringing 11 years of industry experience. She has worked at City National Rochdale since 2019 and previously at Koss Olinger & Co., LLC for five years. Outside of her advisory role, she is an independent fantasy author. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs a multi-strategy investment approach that integrates quantitative screening, statistical modeling, and fundamental analysis, offering portfolio and sub-advisory management across a range of asset classes.

Active portfolio management Passive / index investing Private / alternative investments Real estate investing Wealth management Founder/Business Owner Retired Executive
user avatar

Sunita G

ChFC®, Series 65

Lake Mary, FL

RBC Rochdale, LLC

Sunita George is a financial advisor with RBC Rochdale, LLC, holding the ChFC® designation and a Series 65 license, with 14 years of industry experience. She previously worked at G A Repple & Company from 2013 to 2017 and has been with CNR Securities, LLC since 2017. Outside of finance, she works as a greeter and front desk staff at a fitness center. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management through a multi-strategy investment process that combines quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across various asset classes.

Active portfolio management Passive / index investing Private / alternative investments Real estate investing Wealth management Founder/Business Owner Retired Executive
View complete list of advisors at this office
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