Bradford Pine Wealth Group
- Port Washington, New York
- 516-747-5777
- https://www.bradfordpinewealth.com/
Our Partnership with RBC Rochdale
The partnership between our team and RBC Rochdale offers a blend of personalized financial advice and investment management. RBC Rochdale boasts an investment team that includes investment advisors and portfolio managers, with more than 75% of them holding the Chartered Financial Analyst (CFA) designation. The collaboration enables clients to benefit from comprehensive financial solutions, tailored to their specific needs.
RBC Rochdale Team
All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met, and investors may lose money. Diversification may not protect against market risk or loss. Past performance is no guarantee of future results. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank. Registration as an investment adviser does not imply any level of skill or expertise. City National Bank is a subsidiary of the Royal Bank of Canada. RBC Rochdale, LLC is not affiliated the independent financial advisor(s) named on this page. © 2026 RBC Rochdale, LLC. All rights reserved.
Bradford Pine Wealth Group is not affiliated with RBC Rochdale, LLC. The information presented does not involve the rendering of personalized investment, financial, legal, or tax advice. This presentation is not an offer to buy or sell, or a solicitation of any offer to buy or sell any of the securities mentioned herein. All investing is subject to risk, including the possible loss of the money you invest. As with any investment strategy, there is no guarantee that investment objectives will be met. RBC Rochdale, LLC, is a Registered Investment Advisor and a wholly-owned subsidiary of City National Bank. Registration as an investment adviser does not imply any level of skill or expertise. Check the background of registered investment professionals on FINRA's BROKERCHECK: https://brokercheck.finra.org . Brad Pine offers Securities and Advisory Services through LPL Financial a Registered Investment Advisor, and Member FINRA /SIPC. Bradford Pine Wealth Group, RBC Rochdale, LLC and LPL Financial are separate entities.