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Matthew Rakoczy

City National Securities, Inc.

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About Matthew Rakoczy

Matthew Rakoczy is a registered representative of City National Securities, Inc., a firm with over 1.5 billion dollars in regulatory assets under management. Matthew is based in New York, NY and has been in the financial services industry for over 3 years. Matthew has a Series 7, 66, and SIE license. Matthew has a strong background in financial planning, portfolio management for businesses and individuals and is experienced in selecting other advisors for clients. Matthew was previously with Goldman Sachs & Co. LLC and Mercer Allied Company, L.P.

Firm Information

Matthew Rakoczy 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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Matthew Rakoczy’s Registration & Firm History

NY

03/28/2023 - Present

City National Securities, Inc. (NEW YORK NY)

NY

01/04/2021 - 04/11/2023

GOLDMAN SACHS & CO. LLC (COHOES NY)

NY

08/28/2020 - 01/04/2021

MERCER ALLIED COMPANY, L.P. (COHOES NY)

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Licenses & Designations

BOTH

Issued 10/16/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/28/2020

Series 7TO - General Securities Representative Examination

BC

Issued 02/14/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Rakoczy.
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