Basil
Conroy

City National Securities, Inc

CRD#2225220
Investment Advisor
in New York, NY
Are you Basil Conroy? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Basil Conroy is a certified financial planner and chartered financial consultant who works out of New York, New York, who has been in the advisory business for 11 years. Conroy is an employee of City National Securities, Inc. During their career, Conroy has held roles at Wells Fargo Advisors LLC, Bnymellon, Mbsc Securities Corporation, Wells Fargo Bank, N.A, Wells Fargo Advisors, LLC and Wells Fargo Private Bank. Conroy has Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. City National Securities, Inc is a company based in New York, New York. The company has offices in 15 locations and a total of 48 employees. It has $1 billion in total assets among its 1,493 accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm advises 25 charitable organizations. Of its 1,493 customer accounts, 16% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The firm performs 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 for financial advisory services largely are based on the type of financial services offered. Fees charged by City National Securities, Inc likely include some combination of asset-based and other fees.

Certifications and Registrations

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

Years of Experience

11 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

400 Park Avenue, 7Th Floor
New York, NY 10022

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

City National Securities, Inc Brokerage Details

Total Assets Under Management

$1,093,048,549

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

45

NY Average: 43
Total Number of Accounts

1,601

NY Average: 3,727
Average Account Size

$682,729

NY Average: $2,033,427

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Basil Conroy Work History

Basil has 11 years of experience.

2014 - 2016 (2 years)

Wells Fargo Bank, N.A

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

2010 - 2014 (4 years)

Wells Fargo Advisors LLC

2010 - 2014 (4 years)

Wells Fargo Private Bank

2008 - 2010 (2 years)

Mbsc Securities Corporation

2007 - 2010 (3 years)

Bnymellon

Disclosures

Basil Conroy has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started