Michael
Pearce

City National Securities, Inc

CRD#4926502
Investment Advisor
in San Francisco, CA

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About this Advisor

Michael Pearce is a financial advisor based in San Francisco, California, working with City National Securities, Inc. Michael has previously held positions at Jp Morgan Securities LLC, Jpmorgan Chase Bank, Bancwest Investment Services, Bank Of The West, E*Trade Securities LLC, E*Trade Capital Management LLC, and City National Securities. Michael has passed the Series 66, Series 63, and Series 65 regulatory exams and is registered to provide services in California. Currently, Michael is part of City National Securities, Inc, which operates out of San Francisco, 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

Series 66, Series 63, Series 65

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

150 California St 12Th Floor
San Francisco, CA 94111

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City National Securities, Inc Brokerage Details

Total Assets Under Management

$1,490,186,713

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

47

CA Average: 43
Total Number of Accounts

2,126

CA Average: 3,727
Average Account Size

$700,934

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 Pearce Work History

2020 - Present (5 years)

City National Securities

2017 - 2020 (3 years)

E*Trade Securities LLC

2017 - 2020 (3 years)

E*Trade Capital Management LLC

2014 - 2017 (3 years)

Bancwest Investment Services

2014 - 2017 (3 years)

Bank Of The West

2013 - 2014 (1 year)

Jp Morgan Securities LLC

2013 - 2014 (1 year)

Jpmorgan Chase Bank

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Disclosures

Please visit the SEC profile of Michael Pearce 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

Guillermo Guzman
Los Angeles, CA
Luke Miller
Beverly Hills, CA
Narek Mnatsakanian
Los Angeles, CA
Amber Ortiz
Los Angeles, CA
Anthony Viducic
New York, NY
Basil Conroy
New York, NY
Danyelle Proano
Beverly Hills, CA
Nicholas Attard
New York, NY

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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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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