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Sameer Ferrell

City National Securities, Inc.

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About Sameer Ferrell

Sameer Ferrell is an investment advisor representative with City National Securities, Inc. Sameer has been in the industry since 2013, and is registered with the state of California and Arizona. Previously, Sameer was also an investment advisor representative with COMERICA SECURITIES, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and MORGAN STANLEY. Sameer offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. Sameer's firm, City National Securities, Inc., manages assets of between $1 billion and $10 billion.

Firm Information

Sameer Ferrell 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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Sameer Ferrell’s Registration & Firm History

CA

12/10/2021 - Present

City National Securities, Inc. (Los Angeles CA)

CA

07/20/2017 - 11/04/2021

COMERICA SECURITIES (LOS ANGELES CA)

CA

12/11/2014 - 12/27/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEVERLY HILLS CA)

CA

01/01/2014 - 11/06/2014

MORGAN STANLEY (BEVERLY HILLS CA)

NY

02/07/1996 - 03/20/1997

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 01/24/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/22/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/27/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sameer Ferrell.
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