Paul Michael Guerney
Investment adviser representative at RBC Rochdale, LLC
25 yearsExperience
40 statesRegistered in
$73BFirm assets
40 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
25 years in the industry.
- RBC Rochdale, LLCOct 2001 to now
- Rim Securities LLCJul 2001 to now
- Rochdale Investment Management Inc.Jul 2001 to now
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 40 states (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, SD, TX, UT, VA, WI, WV).
RBC Rochdale, LLC
$73BAssets managed
17,054Clients
119Advisers
40 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3277237
- Firm CRD
- 117198