Moroni
Burchell

City National Securities, Inc

CRD#2448819
Investment Advisor
in Los Angeles, CA
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About this Advisor

Moroni Burchell is a financial advisor in Los Angeles, California. Currently a registered advisor at City National Securities, Inc, Burchell has 12 years of work experience. Burchell holds Series 63, Series 65 and Series 66 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Burchell can work with clients based out of California. Over the course of their career, they have held roles at Cornerstone America, Mass Mutual Life, Mml Investors Services, City National Bank and Bny Mellon Corporation. City National Securities, Inc is based out of Los Angeles, California, and operates out of 15 additional brick-and-mortar locations across the country. In total, City National Securities, Inc oversees $1 billion in assets throughout 1,493 client accounts and retains more than 48 people. The level of assets currently under the firm's management places it among the larger firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 16% of the firm's customers 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 may charge clients asset-based and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66, Chartered Financial Consultant

Years of Experience

12 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

Yes

Office Location

2029 Century Park East Suite 100
Los Angeles, CA 90067

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City National Securities, Inc Brokerage Details

Total Assets Under Management

$1,093,048,549

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

45

CA Average: 43
Total Number of Accounts

1,601

CA Average: 3,727
Average Account Size

$682,729

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

Moroni Burchell Work History

Moroni has 12 years of experience.

2013 - Present (6 years)

City National Bank

2011 - 2013 (2 years)

Bny Mellon Corporation

2007 - 2011 (4 years)

Mml Investors Services

2006 - 2011 (5 years)

Cornerstone America

2006 - 2011 (5 years)

Mass Mutual Life

Disclosures

Moroni Burchell has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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