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Financial ADVSR advisor directory · SEC adviser records

Citigroup Global Markets Inc. financial advisors in Palo Alto, CA

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

The short answer

11 registered advisors work at Citigroup Global Markets Inc. in Palo Alto, out of 2,138 at the firm nationwide; it ranks number 9 in the city by advisors. 0 list the CFP designation and 11 are also registered broker representatives.

Citigroup Global Markets Inc. advisors in Palo Alto, 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 Palo Alto

All Palo Alto advisors →

Morgan Stanley 143Merrill Lynch, Pierce, Fenner & Smith Incorporated 84Wells Fargo Clearing Services, LLC 65J.P. Morgan Securities LLC 44UBS Financial Services Inc. 34Wealthfront Advisers LLC 24Strategic Advisers LLC 23Sand Hill Global Advisors, LLC 15Rebalance LLC 7Focus Partners Wealth, LLC 5Rockefeller Financial LLC 5LPL Financial LLC 4

Questions

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

11 investment adviser representatives are registered at Citigroup Global Markets Inc. offices in Palo Alto, California, according to the SEC's Investment Adviser Public Disclosure records, out of 2,138 nationwide. 0 list the CFP designation and 11 are also registered as broker representatives.

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

Citigroup Global Markets Inc. ranks number 9 in Palo Alto by registered advisors; Morgan Stanley has the most, with 143.

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

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.