Aaron
Malardino

City National Securities, Inc

CRD#6215303
Investment Advisor
in Irvine, CA

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About this Advisor

Aaron Malardino is a financial advisor based in Irvine, California, working with City National Securities, Inc. Aaron has previously held positions at Wells Fargo Bank Na, Wells Fargo Advisors LLC, Mufg Union Bank, Unionbanc Investment Services, and City National Bank. Aaron has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Aaron is part of City National Securities, Inc, which operates out of Irvine, California. The firm has 18 offices and 47 employees. The firm manages assets totaling $1.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at City National Securities, Inc includes asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Office Location

18111 Von Karman Ave. Suite 450
Irvine, CA 92612

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City National Securities, Inc Brokerage Details

Total Assets Under Management

$1,490,186,713

CA Average: $7,578,581,321
Total Number of Employees

47

CA Average: 43
Total Number of Accounts

2,126

CA Average: 3,727
Average Account Size

$700,934

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Aaron Malardino Work History

2018 - Present (6 years)

City National Bank

2016 - 2018 (2 years)

Mufg Union Bank

2016 - 2018 (2 years)

Unionbanc Investment Services

2013 - 2016 (3 years)

Wells Fargo Advisors LLC

2012 - 2016 (4 years)

Wells Fargo Bank Na

Disclosures

Please visit the SEC profile of Aaron Malardino to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at City National Securities, Inc

Luke Miller
Beverly Hills, CA
Guillermo Guzman
Los Angeles, CA
Basil Conroy
New York, NY
Anthony Viducic
New York, NY
Charles Brown
Walnut Creek, CA
Danyelle Proano
Beverly Hills, CA
Narek Mnatsakanian
Los Angeles, CA
Amber Ortiz
Los Angeles, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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