Advisor at Citigroup Global Markets
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Citigroup Global Markets
Location
Los Angeles, CA 90071
Credentials
Series 66
Industry experience
4 years
Based on Citigroup Global Markets
Citi Private Bank, 300 South Grand Avenue, 31st Floor, Suite 3130
Los Angeles, CA 90071
California
Citigroup
2021 - Present (5 years)
Extended Travel
2020 - 2021 (1 year)
Keel Point
2015 - 2020 (5 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Los Angeles, CA
Solomon Investment Consulting, Inc.
CFP®, Series 66
Playa Del Rey, CA
Pashman Financial LLC
Series 65
Los Angeles, CA
MDW Capital Management Corp.
Series 63
Los Angeles, CA
Haleakala Investment Advisors
Series 65
Santa Monica, CA
Joseph C. Longo, Attorney At Law
CFP®, Series 66
Santa Monica, CA
Guttman Financial Planning
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