Michael
Burt

City National Securities, Inc

CRD#6080825
Investment Advisor
in Los Angeles, CA

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About this Advisor

Michael Burt is a certified financial planner who works in Los Angeles, California, with a total of 5 years of relevant experience. Burt is an employee of City National Securities, Inc. During their career, Burt has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and City National Bank. Burt maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California and Texas. City National Securities, Inc is a financial advisory firm operating out of Los Angeles, CA. The investment advisory business has offices in 18 locations and a total of 48 financial advisors. It oversees $2 billion in assets under management among its 2,278 accounts, making it one of the largest firms in the nation by assets under management. The firm serves 22 charitable organizations. Of its 2,278 accounts, 15% belong to high-net-worth clients who have at least $1 million in assets. The business has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules usually depend on which services the firm provides the client. Fee types charged by City National Securities, Inc likely include asset-based and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 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

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

$1,513,277,680

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

48

CA Average: 43
Total Number of Accounts

2,278

CA Average: 3,727
Average Account Size

$664,301

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

Michael Burt Work History

Michael has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

City National Bank

2016 - 2018 (2 years)

Bank Of America, N.A

2010 - 2018 (8 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Burt 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

Matthew Guillory
Irvine, CA
Paniz Raeisi
Los Angeles, CA
Matthew Steiger
Beverly Hills, CA
David Bjorndal
Irvine, CA
Nicole Shao
Los Angeles, CA
Victor Wong
Los Angeles, CA
Nichole Walker
San Francisco, CA
Haroon Sattari
Walnut Creek, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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