linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joseph Patrick Darcy

City National Securities, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joseph? Claim Your Profile

About Joseph Patrick Darcy

Joseph Darcy is a financial advisor with City National Securities, Inc. based in New York, NY. He is also a registered representative and a general securities principal. Joseph has been working in the financial industry for over 20 years. Previously, he was employed by Morgan Stanley and Arnhoid and S. Bleichroeder, Inc. Joseph is passionate about helping clients reach their financial goals. He is known for his personal approach and commitment to client education.

Firm Information

Joseph Darcy 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

check

other

Mutual fund fees, broker fees & transaction fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joseph Darcy’s Registration & Firm History

NY

10/23/2023 - Present

City National Securities, Inc. (NEW YORK NY)

NY

02/07/2020 - 09/13/2023

MORGAN STANLEY (PURCHASE NY)

NY

08/30/1999 - 06/28/2001

ARNHOLD AND S. BLEICHROEDER, INC. (NEW YORK NY)

Not sure if Joseph Patrick Darcy is right for you?

Licenses & Designations

BC

Issued 12/27/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/07/2022

Series 24 - General Securities Principal Examination

BC

Issued 02/07/2020

Series 7TO - General Securities Representative Examination

BC

Issued 12/16/2019

SIE - Securities Industry Essentials Examination

BC

Issued 06/14/2000

Series 7 - General Securities Representative Examination

BC

Issued 12/07/1999

Series 25 - NYSE Trading Assistant Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Patrick Darcy.
Not sure if Joseph Patrick Darcy is right for you?