Kevin
Hofmann

Citigroup Global Markets Inc

CRD#5359110
Investment Advisor
in Tampa, FL

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About this Advisor

Kevin Hofmann is a financial advisor working out of Tampa, Florida, who has 2 years of industry experience. Hofmann works at Citigroup Global Markets Inc. Hofmann has gained experience at Realty Capital Securities, LLC, Jpmorgan Chase Bank Na, J.P. Morgan Securities LLC, Royce Fund Services, Inc, Royce & Associates, Royce Fund Services, LLC, Lenox Wealth Advisors and Citigroup. Hofmann maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to work in New York. Citigroup Global Markets Inc is an advisory company operating out of New York, NY. The investment advisory business has offices in 733 locations and a total of 7,927 financial advisors. It handles $35 billion in assets under management across its 53,776 accounts, making it one of the largest firms in the country by assets under management. The firm advises 140 charitable organizations. Of its 53,776 customer accounts, 32% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm offers a wide range 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 advisory fees typically depend on which services the firm provides the client. Fee types billed by Citigroup Global Markets Inc likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 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 Private Bank 3800 Citigroup Center Drive, Bldg. A, Fl 1
Tampa, FL 33610

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Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management

$34,863,982,805

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

7,927

FL Average: 88
Total Number of Accounts

53,776

FL Average: 3,892
Average Account Size

$648,319

FL 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

Kevin Hofmann Work History

Kevin has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Citigroup

2019 - 2021 (2 years)

Lenox Wealth Advisors

2017 - 2019 (2 years)

Royce Fund Services, LLC

2016 - 2017 (1 year)

Royce Fund Services, Inc

2016 - 2019 (3 years)

Royce & Associates

2014 - 2015 (1 year)

Realty Capital Securities, LLC

2012 - 2014 (2 years)

J.P. Morgan Securities LLC

2011 - 2014 (3 years)

Jpmorgan Chase Bank Na

*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 Kevin Hofmann 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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