Susan
Koron

City National Securities, Inc

CRD#4695092
Investment Advisor
in Beverly Hills, CA

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About this Advisor

Susan Koron is a financial advisor operating out of Beverly Hills, California who has 5 years of relevant experience. Koron currently works for City National Securities, Inc. Throughout their career, they have worked at Union Bank, Unionbanc Investment Services, Banc Of California and City National Bank. Koron maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. City National Securities, Inc is a registered investment company headquartered in Los Angeles, CA. The firm has offices in 18 locations and a total of 48 people on staff. It administers $2 billion in assets across its 2,278 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 22 charitable organizations. Of its 2,278 customer accounts, 15% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees vary depending on which services the firm provides the client. Fee types charged by City National Securities, Inc most likely include asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

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

400 N Roxbury Drive 2Nd Floor
Beverly Hills, CA 90210

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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

Susan Koron Work History

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

2018 - Present (6 years)

City National Bank

2017 - 2018 (1 year)

Banc Of California

2010 - 2017 (7 years)

Unionbanc Investment Services

2004 - 2017 (13 years)

Union Bank

*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 Susan Koron 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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