City National Securities, Inc
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About this Advisor
Scott Witter is a certified financial planner operating in Los Angeles, California, with 10 years of financial industry experience. Witter is on the advisory team at City National Securities, Inc. They have spent their entire employment at City National Securities, Inc. Witter has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to operate in California. City National Securities, Inc is a firm that has its headquarters in Los Angeles, California. The investment advisory business has offices in 15 locations and a total of 48 people on staff. It oversees $1 billion in total assets across its 1,493 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm provides services to 25 charitable organizations. Of its 1,493 accounts, 16% belong to high-net-worth individuals who have greater than $1 million in assets. City National Securities, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely depend on which service is offered. However, fees charged by City National Securities, Inc most likely include some combination of asset-based and other fees.
Certifications and Registrations
Years of Experience
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City National Securities, Inc Brokerage Details
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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
Scott Witter Work History
Scott has 10 years of experience.
City National Bank
Scott Witter has disclosures.
Please visit their SEC profile for more details.