Alexander
Gitelson

City National Securities, Inc

CRD#7403566
Investment Advisor
in Solana Beach, CA

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About this Advisor

Alexander Gitelson is a financial advisor based in Solana Beach, California, working with City National Securities, Inc. Alexander has previously held positions at City National Bank, Studio City Recreation Center, Campbell Hall High School, Chapman University, Compass Real Estate, Los Angeles Clippers, Impac Mortgage Corporation, and Happy Money. Alexander has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Alexander is part of City National Securities, Inc, which operates out of Solana Beach, 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 66

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

937 Loma Santa Fe Dr
Solana Beach, CA 92075

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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

Alexander Gitelson Work History

2021 - Present (4 years)

City National Bank

2020 - 2021 (1 year)

Happy Money

2019 - 2019 (< 1 year)

Impac Mortgage Corporation

2018 - 2018 (< 1 year)

Los Angeles Clippers

2017 - 2017 (< 1 year)

Compass Real Estate

2016 - 2020 (4 years)

Chapman University

2012 - 2016 (4 years)

Campbell Hall High School

2011 - 2016 (5 years)

Studio City Recreation Center

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Disclosures

Please visit the SEC profile of Alexander Gitelson 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
Anthony Viducic
New York, NY
Narek Mnatsakanian
Los Angeles, CA
Nicholas Attard
New York, NY
Danyelle Proano
Beverly Hills, CA
Basil Conroy
New York, NY
Amber Ortiz
Los Angeles, CA
Guillermo Guzman
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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