John
Iannaco
City National Securities, Inc
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About this Advisor
John Iannaco is a financial advisor operating in New York, New York with a total of 2 years of relevant experience. Iannaco is an employee of City National Securities, Inc. Iannaco has gained experience at Citigroup Global Markets Inc and City National Bank. Iannaco holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in New York. City National Securities, Inc is a company based in Los Angeles, CA. The investment advisory business has offices in 18 locations and a total of 48 employees. It handles $2 billion in total assets among its 2,278 accounts, placing it among the biggest firms in the country by assets under management. The firm advises 22 charities and foundations. Of its 2,278 customer accounts, 15% are held by high-net-worth individuals who have at least $1 million in assets. The business provides a broad range 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 management usually depend on which services are offered. Fee types charged by City National Securities, Inc may include some combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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City National Securities, Inc Brokerage Details
$1,513,277,680
48
2,278
$664,301
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
John Iannaco Work History
John has been registered as a financial advisor for 2 years.*
City National Bank
Citigroup Global Markets Inc
*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 John Iannaco 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
Washington, DC
Los Angeles, CA
Beverly Hills, CA
Las Vegas, NV
San Francisco, CA
Los Angeles, CA
Walnut Creek, CA
Irvine, 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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