David
Harris

Citigroup Global Markets Inc

CRD#6778110
Investment Advisor
in San Antonio, TX

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About this Advisor

David Harris is a financial advisor based out of San Antonio, Texas with 2 years of industry experience. Harris is an employee of Citigroup Global Markets Inc. Over the course of their career, they have held roles at Td Ameritrade, Casual Living, Amc Theatres, Lowes, Peyton Resource Group, Usaa Financial Advisors, Inc, Usaa Investment Management Company, Cuso Financial Sevices, L.P, Credit Human Federal Credit Union, Kforce (With Usaa Mutual Funds) and Citigroup. Harris holds Series 66 and Series 63 licenses, qualifying them as a securities representative, and can advise clients in Texas. Citigroup Global Markets Inc is an advisory company that has its headquarters in New York, NY. It has offices in 733 locations and a total of 7,927 financial advisors. It handles $35 billion in total assets between its 53,776 client accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advisory services to 140 charitable organizations. Of its 53,776 client accounts, 32% belong to high-net-worth clients who have at least $1 million in investable assets. The advisory firm provides a broad set 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 are based on the financial services offered. However, fees billed by Citigroup Global Markets Inc likely are comprised of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 63

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 100 Citibank Drive, Building 2
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

David Harris Work History

David has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Citigroup

2019 - 2021 (2 years)

Cuso Financial Sevices, L.P

2019 - 2021 (2 years)

Credit Human Federal Credit Union

2019 - 2019 (< 1 year)

Kforce (With Usaa Mutual Funds)

2018 - 2019 (1 year)

Peyton Resource Group

2018 - 2019 (1 year)

Usaa Financial Advisors, Inc

2018 - 2019 (1 year)

Usaa Investment Management Company

2017 - 2018 (1 year)

Td Ameritrade

2016 - 2017 (1 year)

Casual Living

2015 - 2016 (1 year)

Amc Theatres

2011 - 2015 (4 years)

Lowes

*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 David Harris 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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