Sumner
Rogers
City National Securities, Inc
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About this Advisor
Sumner Rogers is a financial advisor based in Santa Barbara, California, working with City National Securities, Inc. Sumner has previously held positions at City National Securities, Inc, Rooted Life Adventures, Grant Thornton LLP, Feverup (Madhatter LLC Is US Sub), PricewaterhouseCoopers LLP, Full Time Student - CU Denver, Baylor University - Part Time Student, Baylor University - Full Time Student, Nasif, Hicks, Harris & Co., LLP, Federal Reserve Bank Of Dallas, Bandana Aspen, Geib & Fox PC, Accountemps, and Texas Electrical. Sumner has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Sumner is part of City National Securities, Inc, which operates out of Santa Barbara, California. The firm has 18 offices and 78 employees. The firm manages assets totaling $1.6 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at City National Securities, Inc includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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City National Securities, Inc Brokerage Details
$1,591,349,877
78
2,004
$794,087
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Sumner Rogers Work History
City National Securities, Inc
Rooted Life Adventures
Texas Electrical
Grant Thornton Llp
Feverup (Madhatter LLC Is Us Sub)
Pricewaterhousecoopers Llp
Full Time Student - Cu Denver
Bandana Aspen
Geib & Fox Pc
Accountemps
Baylor University - Part Time Student
Pricewaterhousecoopers Llp
Baylor University - Full Time Student
Nasif, Hicks, Harris & Co., Llp
Baylor University - Full Time Student
Federal Reserve Bank Of Dallas
Disclosures
Please visit the SEC profile of Sumner Rogers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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