William
Chan
Citigroup Global Markets Inc
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About this Advisor
William Chan is a financial advisor working out of Monterey Park, California who has 12 years of relevant experience. Chan works at Citigroup Global Markets Inc. They have spent all of their time as a financial advisor at Citigroup Global Markets Inc. Chan holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. Citigroup Global Markets Inc is an advisory firm that has its headquarters in New York, NY. The firm has offices in 733 locations and a total of 7,927 financial advisors. It controls $35 billion in assets under management between its 53,776 accounts, making it one of the biggest firms in the country by assets under management. The firm advises 140 charitable organizations. Of its 53,776 accounts, 32% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The firm offers a wide assortment of services, such as 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 charged by financial advisors largely depend on which services are provided. Fee types charged by Citigroup Global Markets Inc may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Citigroup Global Markets Inc Brokerage Details
$34,863,982,805
7,927
53,776
$648,319
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
William Chan Work History
William has been registered as a financial advisor for 12 years.*
Citigroup
*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 William Chan 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
Stamford, CT
Bay Shore, NY
Miami, FL
Boston, MA
New York, NY
New York, NY
Boca Raton, FL
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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