Craig
Kelley

City National Securities, Inc

CRD#2603738
Investment Advisor
in Los Angeles, CA
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About this Advisor

Craig Kelley is a certified financial planner located in Los Angeles, California. Currently an advisor with City National Securities, Inc, they have gathered 18 years of work experience in the financial advisory industry. Kelley maintains Series 65 and Series 63 licenses, which designate the advisor as both a securities agent and an investment advisor representative. Kelley is able to work with clients in California. Kelley has spent their career at City National Securities, Inc. City National Securities, Inc is based out of Los Angeles, California, and has 15 additional locations in the country. Overall, City National Securities, Inc oversees $1 billion in assets across 1,493 client accounts and retains more than 48 people. The level of assets currently under the firm's management places it among the bigger financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 16% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. City National Securities, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based and other fees.

Certifications and Registrations

Series 65, Series 63, Certified Financial Planner

Years of Experience

18 years

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

Disclosures

No

Office Location

2029 Century Park East Suite 100
Los Angeles, CA 90067

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City National Securities, Inc Brokerage Details

Total Assets Under Management

$1,093,048,549

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

45

CA Average: 43
Total Number of Accounts

1,601

CA Average: 3,727
Average Account Size

$682,729

CA Average: $2,033,427

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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

Craig Kelley Work History

Craig has 18 years of experience.

2000 - Present (19 years)

City National Bank

Disclosures

Craig Kelley has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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