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Financial ADVSR advisor directory · SEC adviser records

Citigroup Global Markets Inc. financial advisors in San Jose, CA

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

The short answer

4 registered advisors work at Citigroup Global Markets Inc. in San Jose, out of 2,138 at the firm nationwide; it ranks number 41 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Citigroup Global Markets Inc. advisors in San Jose, 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 San Jose

All San Jose advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 105Wells Fargo Clearing Services, LLC 102Morgan Stanley 78Strategic Advisers LLC 58LPL Financial LLC 48Ameriprise Financial Services, LLC 44J.P. Morgan Securities LLC 34LPL Enterprise, LLC 31Transamerica Financial Advisors, LLC 23RBC Capital Markets, LLC 20UBS Financial Services Inc. 20Osaic Wealth, Inc. 18

Questions

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

4 investment adviser representatives are registered at Citigroup Global Markets Inc. offices in San Jose, California, according to the SEC's Investment Adviser Public Disclosure records, out of 2,138 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

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

Citigroup Global Markets Inc. ranks number 41 in San Jose by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 105.

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

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.