Ann
Ruane

Citigroup Global Markets Inc

CRD#2235069
Investment Advisor
in Los Angeles, CA
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About this Advisor

Ann Ruane is a chartered financial consultant working out of Los Angeles, California, with a total of 11 years of experience as a financial advisor. Ruane currently works for Citigroup Global Markets Inc. They have spent their entire employment at Citigroup Global Markets Inc. Ruane has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Citigroup Global Markets Inc is an advisory firm based out of Los Angeles, California. The investment advisory business has offices in 631 locations and a total of 8,126 financial advisors. It has $31 billion in assets between its 43,518 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 136 charitable organizations. Of its 43,518 customer accounts, just 9% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm provides a wide assortment 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 fee schedules are based on which services the firm provides the client. Fees billed by Citigroup Global Markets Inc can include some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

11 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

Disclosures

No

Office Location

Citi Private Bank 787 West 5Th Street, 28Th Floor
Los Angeles, CA 90071

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Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management

$25,273,699,145

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

7,855

CA Average: 88
Total Number of Accounts

47,742

CA Average: 3,892
Average Account Size

$529,381

CA Average: $1,917,921

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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

Ann Ruane Work History

Ann has 11 years of experience.

2007 - Present (12 years)

Citigroup Global Markets Inc

Disclosures

Ann Ruane has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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