Unclaimed Profile

David Matthew Terrell

CITY NATIONAL SECURITIES, INC.·LOS ANGELES, California

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65Clean record21 years registeredCITY NATIONAL SECURITIES, INC.

555 SOUTH FLOWER STREET, LOS ANGELES, CA 90071CRD# 2664827Firm CRD# 103705

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Matthew Terrell · LOS ANGELES, CA

Registration

CRD #2664827 · CITY NATIONAL SECURITIES, INC. · 21 years registered

Brand Profile

Not yet started

Career History

RBC SECURITIES, INC

Mar 2017 – present

RBC SECURITIES, INC.

Mar 2017 – present

SYMPHONIC FINANCIAL ADVISORS LLC

Apr 2022 – May 2024

Los Angeles, CA

U.S. BANCORP INVESTMENTS, INC.

Aug 2009 – Mar 2017

CLAREMONT, CA

CHASE INVESTMENT SERVICES CORP.

May 2009 – Jul 2009

LOS ANGELES, CA

WAMU INVESTMENTS, INC.

Sep 2004 – May 2009

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Registration record

First registered · September 23, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CITY NATIONAL SECURITIES, INC.

CRD 103705 · SEC 801-71181

AUM

$1.5B

Regulatory assets under management

Employees

2,126 client accounts

Services offered by CITY NATIONAL SECURITIES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CITY NATIONAL SECURITIES, INC. →

Introduction

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Frequently Asked Questions

What services does David Matthew Terrell offer?

David Matthew Terrell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.

What are David Matthew Terrell's credentials?

David Matthew Terrell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Matthew Terrell located?

David Matthew Terrell is based in LOS ANGELES, California, working with CITY NATIONAL SECURITIES, INC.. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does David Matthew Terrell charge for services?

David Matthew Terrell's firm is compensated through percentage of aum, other: mutual fund fees, broker fees & transaction fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CITY NATIONAL SECURITIES, INC.?

CITY NATIONAL SECURITIES, INC. has approximately 47 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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