Kenny
Garcia
Citigroup Global Markets Inc
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About this Advisor
Kenny Garcia is a financial advisor who works out of Chicago, Illinois with a total of 4 years of industry experience. Garcia is currently employed by Citigroup Global Markets Inc. Throughout their career, they have worked at Citigroup, Wells Fargo Bank, N.A, Great American Insurance Company, North Park University Ministries and North Park University. Garcia holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Illinois. Citigroup Global Markets Inc is an advisory firm that has its headquarters in New York, NY. The firm has offices in 733 locations and a total of 7,927 financial advisors. It has $35 billion in total assets among its 53,776 client accounts, making it one of the largest firms in the United States by assets under management. The firm advises 140 charitable organizations. Of its 53,776 customer accounts, 32% are held by high-net-worth clients who have at least $1 million in investable assets. The advisory firm offers a wide array 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. Fees for financial management are based on which services are offered. However, fee types billed by Citigroup Global Markets Inc most likely consist of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Citigroup Global Markets Inc Brokerage Details
$34,863,982,805
7,927
53,776
$648,319
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
Kenny Garcia Work History
Kenny has been registered as a financial advisor for 4 years.*
Citigroup
Citigroup
Wells Fargo Bank, N.A
Great American Insurance Company
North Park University Ministries
North Park University
*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 Kenny Garcia 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
Stamford, CT
Fort Lee, NJ
Miami, FL
Boston, MA
New York, NY
New York, NY
Boca Raton, FL
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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