City National Securities, Inc.

City National Securities, Inc. (CRD# 103705) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $1,005,464,311 in 1,493 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,005
    MILLION
  • Total Number of Accounts
    1,493
    ACCOUNTS
  • Average Account Value
    $673,452
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at City National Securities, Inc.
Showing 1 - 10 of 118 top financial advisors.
1
Edwin C. Aquino
CRD#: 5343388
1 S. Almaden Blvd., Suite 150, San Jose, CA 95113
96
Wealthminder
score

Edwin Aquino (CRD# 5343388) is an Investment Advisor Representative working at City National Securities, Inc. in San Jose, CA and has over 10 years of experience in the finance industry. Edwin Aquino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Brian J. Barclay
CRD#: 5153355
400 N Roxbury Drive, 2nd Floor, Beverly Hills, CA 90210
96
Wealthminder
score

Brian Barclay (CRD# 5153355) is an Investment Advisor Representative working at City National Securities, Inc. in Beverly Hills, CA and has over 11 years of experience in the finance industry. Brian Barclay has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Colin C. Beamish
CRD#: 5162074
937 Loma Santa Fe Dr, Solana Beach, CA 92075
96
Wealthminder
score

Colin Beamish (CRD# 5162074) is an Investment Advisor Representative working at City National Securities, Inc. in Solana Beach, CA and has over 5 years of experience in the finance industry. Colin Beamish has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Craig D. Kelley
CRD#: 2603738
2029 Century Park East, Suite 100, Los Angeles, CA 90067
96
Wealthminder
score

Craig Kelley (CRD# 2603738) is an Investment Advisor Representative working at City National Securities, Inc. in Los Angeles, CA and has over 20 years of experience in the finance industry. Craig Kelley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Michael J. Nunnelee
CRD#: 1712245
400 North Roxbury Drive, Suite 700, Beverly Hills, CA 90210
96
Wealthminder
score

Michael Nunnelee (CRD# 1712245) is an Investment Advisor Representative working at City National Securities, Inc. in Beverly Hills, CA and has over 21 years of experience in the finance industry. Michael Nunnelee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Amber K. Ortiz
CRD#: 5517017
400 North Roxbury Drive, Suite 700, Beverly Hills, CA 90210
96
Wealthminder
score

Amber Ortiz (CRD# 5517017) is an Investment Advisor Representative working at City National Securities, Inc. in Beverly Hills, CA and has over 9 years of experience in the finance industry. Amber Ortiz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Anthony S. Richardson
CRD#: 5080943
400 N. Roxbury Dr., Suite 700, Beverly Hills, CA 90210
96
Wealthminder
score

Anthony Richardson (CRD# 5080943) is an Investment Advisor Representative working at City National Securities, Inc. in Beverly Hills, CA and has over 11 years of experience in the finance industry. Anthony Richardson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Kristin M. Stansbury Flaiani
CRD#: 4328575
2001 North Main Street, Suite 200, Walnut Creek, CA 94596
96
Wealthminder
score

Kristin Stansbury Flaiani (CRD# 4328575) is an Investment Advisor Representative working at City National Securities, Inc. in Walnut Creek, CA and has over 17 years of experience in the finance industry. Kristin Stansbury Flaiani has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Vincent Tropea
CRD#: 2467447
550 North Brand Blvd., Suite 100, Glendale, CA 91203
96
Wealthminder
score

Vincent Tropea (CRD# 2467447) is an Investment Advisor Representative working at City National Securities, Inc. in Glendale, CA and has over 24 years of experience in the finance industry. Vincent Tropea has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
James M. Wagner
CRD#: 2852207
400 N. Roxbury Dr., Suite 700, Beverly Hills, CA 90210
96
Wealthminder
score

James Wagner (CRD# 2852207) is an Investment Advisor Representative working at City National Securities, Inc. in Beverly Hills, CA and has over 21 years of experience in the finance industry. James Wagner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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