City National Securities, Inc
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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
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
Basil Conroy Work History
Basil has 11 years of experience.
Wells Fargo Bank, N.A
Wells Fargo Advisors, LLC
Wells Fargo Advisors LLC
Wells Fargo Private Bank
Mbsc Securities Corporation
Basil Conroy has disclosures.
Please visit their SEC profile for more details.