Joseph
Anderson

Citigroup Global Markets Inc

CRD#5964796
Investment Advisor
in Denver, CO
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About this Advisor

Joseph Anderson is a chartered financial analyst based in Denver, Colorado, who has been in the industry for 11 years. Anderson is an employee of Citigroup Global Markets Inc. Their career trajectory has included roles at Insperity, Inc, Benefit Systems T.P.A, University Of Texas, Monroe Vos Consulting Group, Inc, Mv Securities Group, Inc, The Monroe Vos Consulting Group, Inc and Citigroup. Anderson has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Citigroup Global Markets Inc is a registered investment company that has its headquarters in Denver, Colorado. It has offices in 631 locations and a total of 8,126 advisors. It controls $31 billion in assets under management between its 43,518 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 136 charities and foundations. Of its 43,518 customer accounts, just 9% are held by high-net-worth investors who have more than $1 million in assets. Citigroup Global Markets Inc provides a number 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. Financial management fees typically are based on the type of financial services. However, fees billed by Citigroup Global Markets Inc can include some combination of asset-based and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

11 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 1225 17Th Street, 21St Floor, Suite 2100
Denver, CO 80202

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Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management

$25,273,699,145

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

7,855

CO Average: 88
Total Number of Accounts

47,742

CO Average: 3,892
Average Account Size

$529,381

CO 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

Joseph Anderson Work History

Joseph has 11 years of experience.

2018 - Present (1 years)

Citigroup

2016 - 2018 (2 years)

The Monroe Vos Consulting Group, Inc

2014 - 2018 (4 years)

Mv Securities Group, Inc

2014 - 2016 (2 years)

Monroe Vos Consulting Group, Inc

2011 - 2018 (7 years)

Insperity, Inc

2011 - 2014 (3 years)

Monroe Vos Consulting Group, Inc

2011 - 2014 (3 years)

Mv Securities Group, Inc

2009 - 2011 (2 years)

Benefit Systems T.P.A

2007 - 2011 (4 years)

University Of Texas

Disclosures

Joseph Anderson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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