Matthew
Steiger
City National Securities, Inc
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About this Advisor
Matthew Steiger is a financial advisor based in Beverly Hills, California, working with City National Securities, Inc. Matthew has previously held positions as a student, at Convergent Wealth Advisors, LLC, and at City National Securities. Matthew has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California. Currently, Matthew is part of City National Securities, Inc, which operates out of Beverly Hills, 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
Services Offered
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
Matthew Steiger Work History
City National Securities
Convergent Wealth Advisors, LLC
Student
Disclosures
Please visit the SEC profile of Matthew Steiger 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
New York, NY
Los Angeles, CA
New York, NY
Los Angeles, CA
Beverly Hills, CA
Walnut Creek, CA
Santa Barbara, CA
Los Angeles, 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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