Cesar
Gomez
City National Securities, Inc
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About this Advisor
Cesar Gomez is a financial advisor who works in Pasadena, California, with 2 years of relevant experience. Gomez is on the advisory team at City National Securities, Inc. The advisor has gained experience at Citigroup Global Markets Inc, Wells Fargo Clearing Services, LLC, Wells Fargo Bank, City National Bank and City National Securities. Gomez maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in California. City National Securities, Inc is a financial advisory company operating out of Los Angeles, CA. The investment advisory business has offices in 18 locations and a total of 48 employees. It controls $2 billion in assets under management across its 2,278 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 22 charities and foundations. Of its 2,278 accounts, 15% are associated with high-net-worth investors who have more than $1 million in assets available to invest. City National Securities, Inc has a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually are based on which services the firm provides the client. Fees charged by City National Securities, Inc most likely include asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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City National Securities, Inc Brokerage Details
$1,513,277,680
48
2,278
$664,301
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
Cesar Gomez Work History
Cesar has been registered as a financial advisor for 2 years.*
City National Bank
City National Securities
Wells Fargo Clearing Services, LLC
Wells Fargo Bank
Citigroup Global Markets Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cesar Gomez 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
Los Angeles, CA
San Francisco, CA
Washington, DC
Las Vegas, NV
Los Angeles, CA
Walnut Creek, CA
Beverly Hills, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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