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Financial ADVSR advisor directory · SEC adviser records

Citigroup Global Markets Inc. financial advisors in Cupertino, CA

Every SEC-registered investment adviser representative at a Citigroup Global Markets Inc. office in Cupertino, A to Z.

The short answer

3 registered advisors work at Citigroup Global Markets Inc. in Cupertino, out of 2,138 at the firm nationwide; it ranks number 6 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Citigroup Global Markets Inc. advisors in Cupertino, A to Z

Every Citigroup Global Markets Inc. advisor →

Citigroup Global Markets Inc. advisors in every city and state →Citigroup Global Markets Inc.: assets, clients and custodians →Citi news and advisor moves →Advisor Moves: who changed firms this week →

Citigroup Global Markets Inc. advisors in other cities

New York, NY 624Miami, FL 223San Francisco, CA 73Jacksonville, FL 66Greenwich, CT 44Los Angeles, CA 42Washington, DC 39San Antonio, TX 37Chicago, IL 34Brooklyn, NY 31Long Island City, NY 25Beverly Hills, CA 24New York City, NY 24O'Fallon, MO 24Uniondale, NY 24

Other firms in Cupertino

All Cupertino advisors →

Morgan Stanley 49Charles Schwab & Co., Inc. 26J.P. Morgan Securities LLC 13Hsbc Securities (USA) Inc. 7LPL Financial LLC 5Eagle Strategies LLC 4Merrill Lynch, Pierce, Fenner & Smith Incorporated 4Wealth Enhancement Advisory Services, LLC 4Insideout Wealth Strategies, LLC 3State Farm Investment Management Corp. 3The Wealth Consulting Group 3Transamerica Financial Advisors, LLC 3

Questions

How many financial advisors does Citigroup Global Markets Inc. have in Cupertino?

3 investment adviser representatives are registered at Citigroup Global Markets Inc. offices in Cupertino, California, according to the SEC's Investment Adviser Public Disclosure records, out of 2,138 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Citigroup Global Markets Inc. one of the largest advisor employers in Cupertino?

Citigroup Global Markets Inc. ranks number 6 in Cupertino by registered advisors; Morgan Stanley has the most, with 49.

How do I check a Citigroup Global Markets Inc. advisor in Cupertino?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Citigroup Global Markets Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.