Guillermo
Guzman
City National Securities, Inc
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About this Advisor
Guillermo Guzman is a financial advisor based in Los Angeles, California, working with City National Securities, Inc. Guillermo has previously held positions at Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Morgan Stanley Smith Barney LLC, Fidelity Investments, and City National Securities, Inc. Guillermo has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Guillermo 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
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Fee Structure
Office Location
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City National Securities, Inc Brokerage Details
$1,490,186,713
47
2,126
$700,934
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
Guillermo Guzman Work History
City National Securities, Inc
Morgan Stanley Smith Barney LLC
Fidelity Investments
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Disclosures
Please visit the SEC profile of Guillermo Guzman 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
Walnut Creek, CA
Beverly Hills, CA
Los Angeles, CA
New York, NY
Beverly Hills, CA
New York, NY
New York, NY
Los Angeles, CA
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