Tyler
Messner

Citigroup Global Markets Inc

CRD#5475644
Investment Advisor
in Denver, CO
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About this Advisor

Tyler Messner is an advisor in Denver, Colorado. Currently a registered advisor with Citigroup Global Markets Inc, Messner has 10 years of professional experience. Messner holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Messner is registered to advise customers based out of Colorado. Throughout their career, they have worked at Wachovia Securities, LLC, Wachovia Bank, N.A, Deloitte And Touche Llp, Wells Fargo Bank Na and Citigroup. Citigroup Global Markets Inc is based out of Denver, Colorado, and operates out of 631 brick-and-mortar locations in the nation. As a firm, Citigroup Global Markets Inc oversees $31 billion in assets throughout 43,518 accounts and retains more than 8,126 people. The firm's total assets under management places it among the largest firms in the nation. The firm manages 20,508 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 9% of the firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Citigroup Global Markets Inc can provide 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 firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

10 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

Tyler Messner Work History

Tyler has 10 years of experience.

2014 - Present (5 years)

Citigroup

2011 - 2014 (3 years)

Wells Fargo Bank Na

2010 - 2011 (1 years)

Deloitte And Touche Llp

2008 - 2009 (1 years)

Wachovia Securities, LLC

2008 - 2009 (1 years)

Wachovia Bank, N.A

Disclosures

Tyler Messner has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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