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- Custodian
- City National Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-16-2000
- Office Locations
- 22
Office Locations
About RBC Securities, INC
City National Securities, Inc. offers financial planning, wealth planning, and portfolio construction for retail and institutional clients, supported by City National Bank custody. Investment focus includes ETFs, public funds, and fixed income, with select alternative strategies. Operates within City National Bank's FDIC-insured platform, serving clients since 1954, with offices across major U.S. markets.
Team overview
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CRM
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Owner & Executives
RICHARD JOSEPH BARTON
Chief Compliance Officer, Financial Advisor
- CRD
- #2040869
- Ownership
- Less than 5%
SANTIAGO AVILA BRETADO
Chief Financial Officer, Vice President
- CRD
- #1945627
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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LILYANA AIWAS
--
- CRD
- #7028974
Andrew Peale Allen
Senior Vice President
- CRD
- #6707613
Showing 2 of 187 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,515,102,638 | $850,703 |
| Non-Discretionary | $0 | -- |
| Total | $1,515,102,638 | $850,703 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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