Adam
Boersma

Citigroup Global Markets Inc

CRD#5286933
Investment Advisor
in Chicago, IL

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About this Advisor

Adam Boersma is a financial advisor based in Chicago, Illinois, with 6 years of relevant experience. Boersma is currently employed by Citigroup Global Markets Inc. The advisor has gained experience at Jp Morgan Chase Bank Na, J.P. Morgan Securities LLC, Citigroup and Geneva Advisors LLC. Boersma holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Illinois. Citigroup Global Markets Inc is a company that has its headquarters in New York, NY. The company has offices in 733 locations and a total of 7,927 employees. It administers $35 billion in assets under management between its 53,776 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 140 charitable organizations. Of its 53,776 client accounts, 32% are held by high-net-worth individuals who have more than $1 million in investable assets. Citigroup Global Markets Inc performs a diverse array 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 charged by financial advisors largely are based on the financial services provided. Fee types charged by Citigroup Global Markets Inc likely are comprised of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

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 Private Bank 227 West Monroe, Suite 200
Chicago, IL 60606

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Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management

$34,863,982,805

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

7,927

IL Average: 88
Total Number of Accounts

53,776

IL Average: 3,892
Average Account Size

$648,319

IL 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

Adam Boersma Work History

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

2017 - Present (7 years)

Citigroup

2015 - 2017 (2 years)

Geneva Advisors LLC

2014 - 2015 (1 year)

J.P. Morgan Securities LLC

2008 - 2014 (6 years)

Jp Morgan 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 Adam Boersma 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

Lenina Oliveira
Geneva,
Gloria Lou
Los Angeles, CA
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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