Amber
He

Citigroup Global Markets Inc

CRD#6258662
Investment Advisor
in San Antonio, TX

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About this Advisor

Amber He is a financial advisor working out of San Antonio, Texas with 3 years of industry experience. He works at Citigroup Global Markets Inc. He has gained experience at Wells Fargo Bank Na, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Citigroup. He has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in California. Citigroup Global Markets Inc is an advisory firm based out of New York, NY. It has offices in 733 locations and a total of 7,927 people on staff. It has $35 billion in total assets among its 53,776 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to 140 charities and foundations. Of its 53,776 accounts, 32% are held by high-net-worth investors who have more than $1 million in investable assets. Citigroup Global Markets Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services and other services. A financial advisor's fees vary depending on which services the firm provides the client. However, fees charged by Citigroup Global Markets Inc most likely consist of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Security ratings or pricing services, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Citi Retail Banking 100 Citibank Drive
San Antonio, TX 78245

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Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management

$34,863,982,805

TX Average: $7,464,549,021
Total Number of Employees

7,927

TX Average: 88
Total Number of Accounts

53,776

TX Average: 3,892
Average Account Size

$648,319

TX Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Other

Amber He Work History

Amber has been registered as a financial advisor for 3 years.*

2018 - Present (6 years)

Citigroup

2016 - Present (8 years)

Wells Fargo Clearing Services, LLC

2011 - Present (13 years)

Wells Fargo Bank Na

2013 - 2016 (3 years)

Wells Fargo Advisors LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Amber He to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Citigroup Global Markets Inc

Kathryn Turner
Stamford, CT
Douglas Drehwing
Bay Shore, NY
Carlos Morlote
Miami, FL
Jeffrey Manning
Boston, MA
Charles Reinhard
New York, NY
Charles Cavanaugh
New York, NY
Fernando Rodriguez
Boca Raton, FL
Larry Ngai
Alameda, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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