Bai
Yuen

Citigroup Global Markets Inc

CRD#3214862
Investment Advisor
in Chicago, IL

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About this Advisor

Bai Yuen is a financial advisor working in Chicago, Illinois who has 14 years of relevant experience. Yuen is an employee of Citigroup Global Markets Inc. They have been with Citigroup Global Markets Inc for their entire career. Yuen maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Illinois. Citigroup Global Markets Inc is a firm that has its headquarters in New York, NY. It has offices in 733 locations and a total of 7,927 people on staff. It administers $35 billion in assets across its 53,776 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 140 charities and foundations. Of its 53,776 accounts, 32% belong to high-net-worth investors who have at least $1 million in assets. Citigroup Global Markets Inc has a wide set 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. A financial advisor's fees typically vary depending on which services the firm provides the client. Fee types charged by Citigroup Global Markets Inc can include some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

14 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 Retail Banking 3430 S. Halsted Street
Chicago, IL 60608-6795

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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

Bai Yuen Work History

Bai has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Citigroup Global Markets Inc

*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 Bai Yuen 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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