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Mateo Pastrana

City National Securities, Inc.

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About Mateo Pastrana

Mateo Pastrana is a financial professional registered with City National Securities, Inc. Mateo is a Series 7, Series 99, and SIE licensed representative with more than a year of experience in the financial industry. Mateo can provide a range of services, including portfolio management for businesses and individuals, as well as financial planning and selection of other advisors. Mateo specializes in providing services to individuals, corporations or other businesses, charitable organizations, pension and profit sharing plans and high-net-worth individuals.

Firm Information

Mateo Pastrana 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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Mateo Pastrana’s Registration & Firm History

CA

12/05/2023 - Present

City National Securities, Inc. (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 02/22/2024

Series 99TO - Operations Professional Examination

BC

Issued 12/05/2023

Series 7TO - General Securities Representative Examination

BC

Issued 11/18/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mateo Pastrana.
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