linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew Davis

City National Securities, Inc.

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

About Matthew Davis

Matthew Davis is a registered representative with City National Securities, Inc. Matthew has been in the industry since 2019 and has passed Series 79TO, SIE, and Series 63 exams. Matthew specializes in portfolio management for individuals and businesses and provides financial planning and selection of other advisers. Matthew previously worked with Truist Securities, Inc. in McLean, VA.

Firm Information

Matthew Davis 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.

Matthew Davis’s Registration & Firm History

CA

03/08/2021 - Present

City National Securities, Inc. (LOS ANGELES CA)

VA

01/24/2020 - 11/20/2020

TRUIST SECURITIES, INC. (MCLEAN VA)

Not sure if Matthew Davis is right for you?

Licenses & Designations

BC

Issued 02/24/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/24/2020

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 09/06/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Davis.
Not sure if Matthew Davis is right for you?