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Rochelle Beth Levy

CITY NATIONAL SECURITIES, INC.·LOS ANGELES, California
Clean recordCITY NATIONAL SECURITIES, INC.
555 SOUTH FLOWER STREET, LOS ANGELES, CA 90071CRD# 7142222Firm CRD# 103705

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rochelle Beth Levy · LOS ANGELES, CA
Registration
CRD #7142222 · CITY NATIONAL SECURITIES, INC.
Brand Profile
Not yet started
01

Disclosure History

Clean record · no disclosure events on file

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

02

Firm Overview

Firm
CITY NATIONAL SECURITIES, INC.
CRD 103705 · SEC 801-71181
AUM
$1.5B
Regulatory assets under management
Employees
47
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 Rochelle Beth Levy offer?
Rochelle Beth Levy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.
What are Rochelle Beth Levy's credentials?
Rochelle Beth Levy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rochelle Beth Levy located?
Rochelle Beth Levy 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 Rochelle Beth Levy charge for services?
Rochelle Beth Levy'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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Other Advisors at CITY NATIONAL SECURITIES, INC.

David Matthew Terrell
LOS ANGELES, CA
John Iii Balasz
BEVERLY HILLS, CA
Hua Son
LOS ANGELES, CA
Ivor Patrick O'keeffe
LOS ANGELES, CA
Michael Joseph Nunnelee
LOS ANGELES, CA
CFP
Richard Joseph Barton
LOS ANGELES, CA

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Research
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