Scott
Witter

City National Securities, Inc

CRD#2890606
Investment Advisor
in Los Angeles, CA
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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

Series 63, Series 66, Certified Financial Planner

Years of Experience

10 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

555 South Flower Street, Twelfth Floor
Los Angeles, CA 90071

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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

Scott Witter Work History

Scott has 10 years of experience.

2008 - Present (11 years)

City National Bank

Disclosures

Scott Witter has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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