Nicholas
Attard

City National Securities, Inc

CRD#5745647
Investment Advisor
in New York, NY

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About this Advisor

Nicholas Attard is a financial advisor based in New York, New York, working with City National Securities, Inc. Nicholas has previously held positions at Commonfund Securities, Inc, Deutsche Bank Trust Company Americas, Deutsche Bank Securities Inc, and City National Bank. Nicholas has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Nicholas is part of City National Securities, Inc, which operates out of New York, New York. The firm has 18 offices and 47 employees. The firm manages assets totaling $1.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at City National Securities, Inc includes asset-based and other fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

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 Seventh Floor
New York, NY 10022

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City National Securities, Inc Brokerage Details

Total Assets Under Management

$1,490,186,713

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

47

NY Average: 43
Total Number of Accounts

2,126

NY Average: 3,727
Average Account Size

$700,934

NY Average: $2,033,427

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

Nicholas Attard Work History

2021 - Present (3 years)

City National Bank

2018 - 2021 (3 years)

Deutsche Bank Trust Company Americas

2018 - 2021 (3 years)

Deutsche Bank Securities Inc

2014 - 2018 (4 years)

Commonfund Securities, Inc

Disclosures

Please visit the SEC profile of Nicholas Attard 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

Narek Mnatsakanian
Los Angeles, CA
Danyelle Proano
Beverly Hills, CA
Amber Ortiz
Los Angeles, CA
Luke Miller
Beverly Hills, CA
Anthony Viducic
New York, NY
Basil Conroy
New York, NY
Nicholas Attard
New York, NY
Guillermo Guzman
Los Angeles, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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