Alexandra
Boyles

Citigroup Global Markets Inc

CRD#7011084
Investment Advisor
in Denver, CO

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About this Advisor

Alexandra Boyles is a financial advisor based in Denver, Colorado, working with Citigroup Global Markets Inc. Alexandra has previously held positions at Jpmorgan Chase Bank Na, Jpmorgan Securities LLC, Finkelstein & Feil, Llp, 14Th Civil District Court Of Dallas, National Football League, United States District Court, Northern District Of Texas, Condon Tobin Sladek Thornton, United States Department Of Labor, United States Department Of Justice, Tax Division, Dallas Cowboys Football Club, LTD, and Citigroup. Alexandra has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado. Currently, Alexandra is part of Citigroup Global Markets Inc, which operates out of Denver, Colorado. The firm has 742 offices and 7,830 employees. The firm manages assets totaling $40.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Citigroup Global Markets Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

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 Private Bank 1225 17Th Street, 21St Floor, Suite 2100
Denver, CO 80202

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Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management

$40,516,482,275

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

7,830

CO Average: 88
Total Number of Accounts

53,880

CO Average: 3,892
Average Account Size

$751,976

CO 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

Alexandra Boyles Work History

2022 - Present (2 years)

Citigroup

2018 - 2022 (4 years)

Jpmorgan Chase Bank Na

2018 - 2022 (4 years)

Jpmorgan Securities LLC

2018 - 2018 (< 1 year)

Dallas Cowboys Football Club, LTD

2017 - 2017 (< 1 year)

United States District Court, Northern District Of Texas

2017 - 2017 (< 1 year)

Condon Tobin Sladek Thornton

2017 - 2017 (< 1 year)

United States Department Of Labor

2017 - 2017 (< 1 year)

United States Department Of Justice, Tax Division

2016 - 2016 (< 1 year)

14Th Civil District Court Of Dallas

2016 - 2016 (< 1 year)

National Football League

2014 - 2015 (1 year)

Finkelstein & Feil, Llp

Disclosures

Please visit the SEC profile of Alexandra Boyles 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

Daniel Gardner
New York, NY
Lavendel Williams
Jacksonville, FL
Dongyue Lyu
Alhambra, CA
Samphors Chea
San Antonio, TX
Olga Stroganova
Brooklyn, NY
Sefora Angeles
Beverly Hills, CA
Yun Bai
Fountain Valley, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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