William
Standridge

Citigroup Global Markets Inc

CRD#5601382
Investment Advisor
in Fountain Valley, CA

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About this Advisor

William Standridge is a financial advisor who works in Fountain Valley, California who has 6 years of relevant experience. Standridge is on the advisory team at Citigroup Global Markets Inc. Over the course of their career, Standridge has held roles at Jpmorgan Chase Bank, Hsbs Securities (Usa) Inc, Hsbc Bank Usa, N.A and Citigroup. Standridge has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Citigroup Global Markets Inc is an advisory company based out of New York, NY. The firm has offices in 733 locations and a total of 7,927 employees. It has $35 billion in assets among its 53,776 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 140 charitable organizations. Of its 53,776 client accounts, 32% are held by high-net-worth investors who have more than $1 million in investable assets. The firm provides a broad 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. Fees for financial management usually vary depending on which services are offered. However, fees billed by Citigroup Global Markets Inc most likely are comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

6 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 17400 Brookhurst St. Suite 200
Fountain Valley, CA 92708

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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

William Standridge Work History

William has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Citigroup

2016 - 2017 (1 year)

Hsbc Bank Usa, N.A

2015 - 2016 (1 year)

Hsbs Securities (Usa) Inc

2013 - 2015 (2 years)

Jpmorgan Chase Bank

*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 Standridge 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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