City National Securities, Inc.

City National Securities, Inc. (CRD# 103705) is a financial advisory firm headquartered in Beverly Hills, CA. They manage $668,467,891 in 1,036 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    668
    MILLION
  • 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
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, NV, NY, TX

Financial Advisors at City National Securities, Inc.
Showing 1 - 10 of 106 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 9 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 North Roxbury Drive, Suite 700, 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 10 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
Shawn J. Hsieh
CRD#: 5521548
555 South Flower Street,, Twelfth Floor, Los Angeles, CA 90071
96
Wealthminder
score

Shawn Hsieh (CRD# 5521548) is an Investment Advisor Representative working at City National Securities, Inc. in Los Angeles, CA and has over 8 years of experience in the finance industry. Shawn Hsieh 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
Adam J. Izaac
CRD#: 4670601
400 North Roxbury Drive, Suite 700, Beverly Hills, CA 90210
96
Wealthminder
score

Adam Izaac (CRD# 4670601) is an Investment Advisor Representative working at City National Securities, Inc. in Beverly Hills, CA and has over 6 years of experience in the finance industry.

5
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 18 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.

6
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 19 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.

7
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 8 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.

8
Shaun M. Skeris
CRD#: 4483454
100 Oceangate, Tenth Floor, Long Beach, CA 90802
96
Wealthminder
score

Shaun Skeris (CRD# 4483454) is an Investment Advisor Representative working at City National Securities, Inc. in Long Beach, CA and has over 14 years of experience in the finance industry.

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 22 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
9400 Topanga Canyon Blvd, Chatsworth, CA 91311
96
Wealthminder
score

James Wagner (CRD# 2852207) is an Investment Advisor Representative working at City National Securities, Inc. in Chatsworth, CA and has over 19 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.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.