Robert Pitois, financial advisor La Jolla CA
93 score

Robert Pitois

CRD Number: 4620494
Current Firm: City National Securities, Inc.

Robert Pitois (CRD# 4620494) is an Investment Advisor Representative working at City National Securities, Inc. in La Jolla, CA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
City National Bank La Jolla, CA Nov 2009 - Current 7
Merrill Lynch, Pierce, Fenner & Smith Incorporated San Diego, CA Oct 2009 - Nov 2009 < 1
Bank Of America N.a San Diego, CA Jul 2007 - Nov 2009 2
Banc Of America Investment Services, Inc. San Diego, CA Jul 2007 - Nov 2009 2
Citibank San Diego, CA Oct 2006 - Jul 2007 < 1
Wells Fargo Bank Escondido, CA Apr 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2003
Contact Info for Robert J. Pitois
Phone Number: 310-888-6400
Firm Website: http://www.cnb.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    668
    MILLIONS
  • Total Number of Accounts
    1,036
    ACCOUNTS
  • Average Account Value
    $645,239
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, NV, NY, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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