Berkeley
Harrison

Citigroup Global Markets Inc

CRD#3101371
Investment Advisor
in Los Angeles, CA
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About this Advisor

Berkeley Harrison is an advisor who works in Los Angeles, California. Currently a registered financial advisor at Citigroup Global Markets Inc, Harrison has 10 years of work experience as a financial advisor. Harrison holds a Series 63 license, certifying the advisor as a securities broker. Harrison is able to work with investors in California. Harrison has gained experience at Citibank, N.A. / Citigroup Global Markets Inc, Comerica Bank and Wachovia Wealth Management. Citigroup Global Markets Inc is headquartered in Los Angeles, California, and has 631 additional brick-and-mortar locations in the United States. Overall, Citigroup Global Markets Inc manages $31 billion in assets throughout 43,518 client accounts and retains more than 8,126 people. The firm's total assets under management places it among the biggest financial advisory firms in the nation. The firm manages 20,508 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 9% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Citigroup Global Markets Inc can provide 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. The firm's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

10 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

Berkeley Harrison Work History

Berkeley has 10 years of experience.

2014 - Present (5 years)

Citibank, N.A. / Citigroup Global Markets Inc

2010 - 2014 (4 years)

Comerica Bank

2008 - 2009 (1 years)

Wachovia Wealth Management

Disclosures

Berkeley Harrison has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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