Bei-Ju
Barry

Citigroup Global Markets Inc

CRD#4434806
Investment Advisor
in Fresno, CA

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About this Advisor

Bei-Ju Barry is a financial advisor working in Fresno, California who has 2 years of relevant experience. Barry is an advisor for Citigroup Global Markets Inc. During their career, the advisor has held roles at Hsbc Bank Usa N.A and Citigroup. Barry has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to work in California. Citigroup Global Markets Inc is a financial advisory company operating out of New York, NY. The company has offices in 733 locations and a total of 7,927 financial advisors. It manages $35 billion in total assets across its 53,776 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 140 charitable organizations. Of its 53,776 accounts, 32% are held by high-net-worth individuals who have more than $1 million in investable assets. Citigroup Global Markets Inc provides a diverse array 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. Fees for financial advisory services typically vary depending on the type of services offered. Fee types charged by Citigroup Global Markets Inc likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 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 Personal Wealth Management 6715 North Palm Avenue #208
Fresno, CA 93704

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Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management

$34,863,982,805

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

7,927

CA Average: 88
Total Number of Accounts

53,776

CA Average: 3,892
Average Account Size

$648,319

CA 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

Bei-Ju Barry Work History

Bei-Ju has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Citigroup

2012 - 2021 (9 years)

Hsbc Bank Usa N.A

*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 Bei-Ju Barry 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

Marcel Pereira
New York, NY
Cullen Brock
Houston, TX
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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