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Brett Anthony Lane

City National Securities, Inc.

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About Brett Anthony Lane

Brett Anthony Lane is a financial advisor with City National Securities, Inc. Brett has over 20 years of experience in the financial services industry. He is a Series 7, 24, 31, 63 and 65 licensed financial advisor, specializing in portfolio management for individuals and businesses. Brett provides financial planning and selection of other advisors, among other services, to individuals, corporations, charitable organizations and pension and profit-sharing plans. Brett was previously registered with Deutsche Bank Securities Inc., Commonfund Securities, Inc., HSBC Securities (USA) Inc., Mercantile Investment Services, Inc., Mercantile Brokerage Services, Inc., Peramel & Co., Inc., Mid Atlantic Capital Corporation, Credit Suisse First Boston Corporation, and Donaldson, Lufkin & Jenrette Securities Corporation.

Firm Information

Brett Lane is currently registered with City National Securities, Inc.. City National Securities, Inc. is a corporation formed in November 1999 and headquartered in Los Angeles, California. The firm provides a range of investment advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. They have regulatory assets under management of over $1.5 billion across 2,004 accounts. The firm caters to a diverse client base, including high-net-worth individuals, corporations, charitable organizations, and pension plans. They are registered with the SEC and in all 51 states.
City National Securities, Inc.

555 SOUTH FLOWER STREET

LOS ANGELES, CA 90071

$1.59B

Assets Under Management

Not reported

Total Clients

144

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Mutual fund fees, broker fees & transaction fees

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Brett Lane’s Registration & Firm History

NY

12/21/2021 - Present

City National Securities, Inc. (NEW YORK NY)

NY

02/14/2018 - 10/05/2021

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

CT

05/16/2012 - 12/01/2017

COMMONFUND SECURITIES, INC. (WILTON CT)

NY

07/14/2007 - 03/20/2012

HSBC SECURITIES (USA) INC. (NEW YORK NY)

MD

06/01/2004 - 06/11/2007

MERCANTILE INVESTMENT SERVICES, INC. (BALTIMORE MD)

MD

03/03/2005 - 05/30/2007

MERCANTILE BROKERAGE SERVICES, INC. (BALTIMORE MD)

MD

02/03/2004 - 06/16/2004

PEREMEL & CO., INC. (BALTIMORE MD)

PA

12/02/2002 - 02/27/2004

MID ATLANTIC CAPITAL CORPORATION (PITTSBURGH PA)

NY

09/25/2001 - 11/27/2002

CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)

NJ

12/01/2000 - 11/27/2002

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

NY

03/01/2000 - 01/26/2001

CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)

MD

06/18/1998 - 03/20/2000

DB ALEX. BROWN LLC (BALTIMORE MD)

IL

04/07/1998 - 11/08/1999

PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)

MD

05/09/1996 - 03/26/1997

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

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Licenses & Designations

IA

Issued 06/23/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/23/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/22/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/29/2012

Series 31 - Futures Managed Funds Examination

BC

Issued 05/03/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brett Anthony Lane.
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