TrueAdvisor
TrueAdvisor
CG
CG

Cesar Emiliano Gomez

City National Securities, INC.
17 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
City National Securities, INC.
Compensation
Fee-Only (AUM)
Firm Size
108 advisors
Number of Clients
1,638 clients
Average Client Portfolio
$972K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$50K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M0.01%
$1M+0.01%

Fees are negotiable in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$500

Location

55 S. Lake Ave, Suite 630, Pasadena, CA, 91101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
City National Securities, INC.
August 2021 - Present · 4 yrs 6 mos
City National Securities, INC.
August 2021 - Present · 4 yrs 6 mos
City National Securities, INC.Broker
August 2021 - Present · 4 yrs 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
December 2018 - August 2021 · 2 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
December 2018 - August 2021 · 2 yrs 8 mos
Citi Private Advisory, LLCBroker
March 2017 - October 2018 · 1 yr 7 mos
Citigroup Global Markets INC.
March 2008 - October 2018 · 10 yrs 7 mos
Citigroup Global Markets INC.Broker
January 2008 - October 2018 · 10 yrs 9 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.