Basil
Conroy

City National Securities, Inc

CRD#2225220
Investment Advisor
in New York, NY

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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

Series 63, Series 65, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 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, 2Nd Floor
New York, NY 10022

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City National Securities, Inc Brokerage Details

Total Assets Under Management

$1,513,277,680

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

48

NY Average: 43
Total Number of Accounts

2,278

NY Average: 3,727
Average Account Size

$664,301

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

Basil Conroy Work History

Basil has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

City National Bank

2014 - 2016 (2 years)

Wells Fargo Bank, N.A

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

2010 - 2014 (4 years)

Wells Fargo Advisors LLC

2010 - 2014 (4 years)

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

Paniz Raeisi
Los Angeles, CA
Nichole Walker
San Francisco, CA
Victor Wong
Los Angeles, CA
Matthew Steiger
Beverly Hills, CA
David Bjorndal
Irvine, CA
Nicole Shao
Los Angeles, CA
Susan Rogers
Washington, DC
Marques Dickson
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.

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