Jeannette
Shapiro

City National Securities, Inc

CRD#2346474
Investment Advisor
in Los Angeles, CA
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About this Advisor

Jeannette Shapiro is an investment advisor who works in Los Angeles, California. Currently a registered financial advisor at City National Securities, Inc, Shapiro has 13 years of work experience as a financial advisor. Shapiro maintains Series 63 and Series 66 licenses, qualifying the advisor as a securities broker. Shapiro can work with clients in California. Over the course of their career, Shapiro has held roles at City National Bank, Comerica Bank and Comerica Securities. City National Securities, Inc is headquartered in Los Angeles, California, and has 15 additional locations in the country. In total, City National Securities, Inc manages $1 billion in assets across 1,493 accounts and retains more than 48 people. The amount of assets the firm manages places it among the bigger investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 16% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. City National Securities, Inc provides 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 63, Series 66

Years of Experience

13 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

555 South Flower Street, 8Th Floor
Los Angeles, CA 90071

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City National Securities, Inc Brokerage Details

Total Assets Under Management

$1,005,464,311

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

48

CA Average: 43
Total Number of Accounts

1,493

CA Average: 3,727
Average Account Size

$673,452

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

Jeannette Shapiro Work History

Jeannette has 13 years of experience.

2010 - Present (9 years)

City National Bank

2007 - 2010 (3 years)

Comerica Securities

2005 - 2010 (5 years)

Comerica Bank

Disclosures

Jeannette Shapiro has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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