Christianne
Witrago

City National Securities, Inc

CRD#7449613
Investment Advisor
in Los Angeles, CA

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About this Advisor

Christianne Witrago is a financial advisor based in Los Angeles, California, working with City National Securities, Inc. Christianne has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America N.A, University Of California Riverside, and City National Securities, Inc. Christianne has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Christianne is part of City National Securities, Inc, which operates out of Los Angeles, 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

555 South Flower Street 11Th Floor
Los Angeles, CA 90071

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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

Christianne Witrago Work History

2023 - Present (1 year)

City National Securities, Inc

2013 - 2023 (10 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2023 (10 years)

Bank Of America N.A

2009 - 2016 (7 years)

University Of California Riverside

Disclosures

Please visit the SEC profile of Christianne Witrago 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

Danyelle Proano
Beverly Hills, CA
Basil Conroy
New York, NY
Amber Ortiz
Los Angeles, CA
Nicholas Attard
New York, NY
Charles Brown
Walnut Creek, CA
Anthony Viducic
New York, NY
Guillermo Guzman
Los Angeles, CA
Roy Martinez
Santa Barbara, 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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