City National Securities, Inc

Investment Advisor
in New York, NY
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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



Office Location

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

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City National Securities, Inc Brokerage Details

Total Assets Under Management


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


NY Average: 43
Total Number of Accounts


NY Average: 3,727
Average Account Size


NY 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

Jeffrey Wingerter Work History

Jeffrey has 11 years of experience.

2017 - Present (2 years)

City National Securities

2011 - 2017 (6 years)


2007 - 2011 (4 years)

U.S. Trust Bank Of America


Jeffrey Wingerter has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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