Darwin
Cruz

Citigroup Global Markets Inc

CRD#7190185
Investment Advisor
in Elk Grove Village, IL

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About this Advisor

Darwin Cruz is a financial advisor based in Elk Grove Village, Illinois, working with Citigroup Global Markets Inc. Darwin has previously held positions at Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Hoopis Group, Air National Guard Recruiting, United State Air Force, Mass Mutual Life Insurance Co, and Citigroup Global Markets Inc. Darwin has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Illinois. Currently, Darwin is part of Citigroup Global Markets Inc, which operates out of Elk Grove Village, Illinois. The firm has 742 offices and 7,830 employees. The firm manages assets totaling $40.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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 fee structure at Citigroup Global Markets Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63

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

Cwm Retail, Sales 850 Arlington Heights Road
Elk Grove Village, IL 60007

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Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management

$40,516,482,275

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

7,830

IL Average: 88
Total Number of Accounts

53,880

IL Average: 3,892
Average Account Size

$751,976

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

Darwin Cruz Work History

2023 - Present (1 year)

Citigroup Global Markets Inc

2019 - 2023 (4 years)

Jpmorgan Chase Bank, N.A

2019 - 2023 (4 years)

J.P. Morgan Securities LLC

2018 - 2019 (1 year)

Hoopis Group

2018 - 2019 (1 year)

Mass Mutual Life Insurance Co

2016 - 2017 (1 year)

Hoopis Group

2015 - 2018 (3 years)

Air National Guard Recruiting

2010 - 2015 (5 years)

United State Air Force

Disclosures

Please visit the SEC profile of Darwin Cruz 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

Daniel Gardner
New York, NY
Lavendel Williams
Jacksonville, FL
Dongyue Lyu
Alhambra, CA
Samphors Chea
San Antonio, TX
Olga Stroganova
Brooklyn, NY
Sefora Angeles
Beverly Hills, CA
Yun Bai
Fountain Valley, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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