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CITY NATIONAL SECURITIES, INC.
CITY NATIONAL SECURITIES, INC.
LOS ANGELES, California
·
8 registered advisors
·
CRD# 103705
SEC# 801-71181
18
310-888-6400
01
Firm Overview
AUM
$1.5B
Regulatory assets under management
Employees
47
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Other: MUTUAL FUND FEES, BROKER FEES & TRANSACTION FEES
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CITY NATIONAL SECURITIES, INC.
8 registered advisors
David Matthew Terrell
LOS ANGELES, California
CRD# 2664827
Hua Son
LOS ANGELES, California
CRD# 4616153
Ivor Patrick O'keeffe
LOS ANGELES, California
CRD# 2397120
John Iii Balasz
BEVERLY HILLS, California
CRD# 3238870
Michael Joseph Nunnelee
LOS ANGELES, California
CFP
CRD# 1712245
Richard Joseph Barton
LOS ANGELES, California
CRD# 2040869
Rochelle Beth Levy
LOS ANGELES, California
CRD# 7142222
Santiago Avila Bretado
LOS ANGELES, California
CRD# 1945627
05
Office Locations
LOS ANGELES, California
7 advisors
BEVERLY HILLS, California
1 advisor
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Data sourced from SEC Form ADV filings. CITY NATIONAL SECURITIES, INC. (CRD# 103705) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.