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Haroon Sattari

City National Securities, Inc.

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About Haroon Sattari

Haroon Sattari is a financial advisor with City National Securities, Inc. based in Walnut Creek, California. Haroon has been in the financial industry since 2013. Haroon is registered with the state of California. Haroon works with individuals, high-net-worth individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans. Haroon offers financial planning, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Haroon was previously employed with Citi Private Advisory, LLC and Citigroup Global Markets Inc. Haroon is a registered representative with FINRA. Haroon holds a Series 7, Series 66, and SIE licenses.

Firm Information

Haroon Sattari 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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Haroon Sattari’s Registration & Firm History

CA

02/27/2019 - Present

City National Securities, Inc. (Walnut Creek CA)

CA

03/28/2017 - 02/21/2019

CITI PRIVATE ADVISORY, LLC (San Francisco CA)

CA

11/20/2013 - 02/21/2019

CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 02/04/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Haroon Sattari.
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