Richard StasandCRD Number: 1004568
Current Firm: City National Securities, Inc.
Richard Stasand (CRD# 1004568) is an Investment Advisor Representative working at City National Securities, Inc. in Long Beach, CA and has over 15 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|City National Securities||Irvine, CA||Apr 2013 - Current||4|
|Citibank, Na||Costa Mesa, Ca, CA||May 2010 - Mar 2013||2|
|Citigroup Global Markets, Inc.||Costa Mesa, CA||May 2010 - Mar 2013||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Newport Beach, CA||Oct 2009 - May 2010||< 1|
|Banc Of America Investment Services, Inc.||Newport Beach, CA||Jan 2001 - May 2010||9|
|Bank Of America, N.a.||Newport Beach, CA||Dec 1992 - May 2010||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2002|
|S66||NASAA Uniform Combined State Law Examination||Dec 2002|
Total Assets Under Management668MILLIONS
Total Number of Accounts1,036ACCOUNTS
Average Account Value$645,239
- A percentage of assets under your management
- 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)
AL, AZ, CA, CO, NV, NY, TX
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