Basil
Conroy
City National Securities, Inc
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About this Advisor
Basil Conroy is a certified financial planner based out of New York, New York with 7 years of relevant experience. Conroy currently works for City National Securities, Inc. Throughout their career, Conroy has worked at Wells Fargo Advisors LLC, Wells Fargo Bank, N.A, Wells Fargo Advisors, LLC, Wells Fargo Private Bank and City National 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 registered to serve investors in California. City National Securities, Inc is a financial advisory firm operating out of Los Angeles, CA. The firm has offices in 18 locations and a total of 48 financial advisors. It manages $2 billion in assets under management among its 2,278 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 22 charities and foundations. Of its 2,278 accounts, 15% belong to high-net-worth investors who have more than $1 million in assets available to invest. City National Securities, Inc offers a broad set 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 charged by financial advisors vary depending on which services the firm provides the client. However, fee types charged by City National Securities, Inc likely include 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
Basil Conroy Work History
Basil has been registered as a financial advisor for 7 years.*
City National Bank
Wells Fargo Bank, N.A
Wells Fargo Advisors, LLC
Wells Fargo Advisors LLC
Wells Fargo Private Bank
*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 Basil Conroy 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
Los Angeles, CA
San Francisco, CA
Los Angeles, CA
Beverly Hills, CA
Irvine, CA
Los Angeles, CA
Washington, DC
Los Angeles, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.