City Securities Corporation

City Securities Corporation (CRD# 1459) is a financial advisory firm headquartered in Indianapolis, IN. They manage $803,390,871 in 3,268 accounts and serve the financial needs of clients across 40 states (or territories).

By the Numbers
  • Total Assets Under Management
    803
    MILLION
  • Total Number of Accounts
    3,268
    ACCOUNTS
  • Average Account Value
    $245,836
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at City Securities Corporation
Showing 1 - 10 of 62 top financial advisors.
1
Raymond A. Digaetano
CRD#: 1319252
30 South Meridian Street, Suite 600, Indianapolis, IN 46204
96
Wealthminder
score

Raymond Digaetano (CRD# 1319252) is an Investment Advisor Representative working at City Securities Corporation in Indianapolis, IN and has over 33 years of experience in the finance industry.

2
Jack M. Harlos
CRD#: 2245378
1620 W. Oak Street, Suite 101, Zionsville, IN 46077
96
Wealthminder
score

Jack Harlos (CRD# 2245378) is an Investment Advisor Representative working at City Securities Corporation in Zionsville, IN and has over 25 years of experience in the finance industry. Jack Harlos 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
Damon C. Newsom
CRD#: 2835453
8900 Keystone Crossing, Suite 300, Indianapolis, IN 46240
96
Wealthminder
score

Damon Newsom (CRD# 2835453) is an Investment Advisor Representative working at City Securities Corporation in Indianapolis, IN and has over 20 years of experience in the finance industry. Damon Newsom 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
Elisha D. Porterfield
CRD#: 4643942
11051 Broadway, Suite A, Crown Point, IN 46307
96
Wealthminder
score

Elisha Porterfield (CRD# 4643942) is an Investment Advisor Representative working at City Securities Corporation in Crown Point, IN and has over 12 years of experience in the finance industry. Elisha Porterfield 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
Shawn A. Sabau
CRD#: 3112152
11051 Broadway, Suite A, Crown Point, IN 46307
96
Wealthminder
score

Shawn Sabau (CRD# 3112152) is an Investment Advisor Representative working at City Securities Corporation in Crown Point, IN and has over 19 years of experience in the finance industry. Shawn Sabau 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
Thomas A. Welch
CRD#: 2488680
8900 Keystone Crossing, Suite 300, Indianapolis, IN 46240
96
Wealthminder
score

Thomas Welch (CRD# 2488680) is an Investment Advisor Representative working at City Securities Corporation in Indianapolis, IN and has over 23 years of experience in the finance industry. Thomas Welch 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
John W. Bevelhimer
CRD#: 2410693
30 South Meridian Street, Suite 600, Indianapolis, IN 46204
93
Wealthminder
score

John Bevelhimer (CRD# 2410693) is an Investment Advisor Representative working at City Securities Corporation in Indianapolis, IN and has over 23 years of experience in the finance industry.

8
Stephen E. Bishop
CRD#: 2835092
30 South Meridian Street, Suite 600, Indianapolis, IN 46204
93
Wealthminder
score

Stephen Bishop (CRD# 2835092) is an Investment Advisor Representative working at City Securities Corporation in Indianapolis, IN and has over 20 years of experience in the finance industry.

9
Andrea L. Blassaras
CRD#: 5111733
8900 Keystone Crossing, Suite 300, Indianapolis, IN 46240
93
Wealthminder
score

Andrea Blassaras (CRD# 5111733) is an Investment Advisor Representative working at City Securities Corporation in Indianapolis, IN and has over 10 years of experience in the finance industry.

10
Michael E. Bosway
CRD#: 1058290
30 South Meridian Street, Suite 600, Indianapolis, IN 46204
93
Wealthminder
score

Michael Bosway (CRD# 1058290) is an Investment Advisor Representative working at City Securities Corporation in Indianapolis, IN and has over 35 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.