Jeffrey
Wingerter

City National Securities, Inc

CRD#4248281
Investment Advisor
in New York, NY
Are you Jeffrey Wingerter? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jeffrey Wingerter is a certified financial planner who works in New York, New York, who has been in the industry for 11 years. Wingerter works at City National Securities, Inc. Wingerter has gained experience at U.S. Trust Bank Of America, Citigroup and City National Securities. Wingerter maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in New Jersey. City National Securities, Inc is a business based out of New York, New York. The company has offices in 15 locations and a total of 48 people on staff. It handles $1 billion in assets under management among its 1,493 customer accounts, making it one of the larger firms in the nation by assets under management. The firm advises 25 charitable organizations. Of its 1,493 accounts, 16% are held by high-net-worth clients who have greater than $1 million in investable assets. City National Securities, Inc has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules typically are based on the financial services provided. Fees billed by City National Securities, Inc likely are comprised of asset-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

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

No

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

$1,005,464,311

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

48

NY Average: 43
Total Number of Accounts

1,493

NY Average: 3,727
Average Account Size

$673,452

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

Jeffrey Wingerter Work History

Jeffrey has 11 years of experience.

2017 - Present (2 years)

City National Securities

2011 - 2017 (6 years)

Citigroup

2007 - 2011 (4 years)

U.S. Trust Bank Of America

Disclosures

Jeffrey Wingerter has no 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