Christian
Oconnor

Citigroup Global Markets Inc

CRD#6758193
Investment Advisor
in San Antonio, TX

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About this Advisor

Christian Oconnor is a financial advisor working in San Antonio, Texas with a total of 1 year of industry experience. Oconnor works at Citigroup Global Markets Inc. Oconnor has gained experience at Rld Medical, Los Angeles Int. Church, Verengo, Knightcare Management, Aig, One Roof Energy, American Funds, Project Launch and Citigroup. Oconnor maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Citigroup Global Markets Inc is a registered investment company that has its headquarters in New York, NY. The firm has offices in 733 locations and a total of 7,927 employees. It has $35 billion in assets between its 53,776 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 140 charitable organizations. Of its 53,776 customer accounts, 32% are associated with high-net-worth clients who have at least $1 million in assets. The firm performs a number 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 depend on the services offered. However, fee types billed by Citigroup Global Markets Inc likely consist of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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 Personal Wealth Management 100 Citibank Dr., Building 2, Floor 2
San Antonio, TX 78245

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Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management

$34,863,982,805

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

7,927

TX Average: 88
Total Number of Accounts

53,776

TX Average: 3,892
Average Account Size

$648,319

TX 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

Christian Oconnor Work History

Christian has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Citigroup

2021 - 2022 (1 year)

American Funds

2020 - 2021 (1 year)

American Funds

2018 - 2020 (2 years)

American Funds

2017 - 2018 (1 year)

Aig

2016 - 2016 (< 1 year)

Knightcare Management

2016 - 2016 (< 1 year)

One Roof Energy

2015 - 2015 (< 1 year)

Verengo

2015 - 2015 (< 1 year)

Project Launch

2014 - 2015 (1 year)

Los Angeles Int. Church

2010 - 2014 (4 years)

Rld Medical

*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 Christian Oconnor 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

Douglas Drehwing
Bay Shore, NY
Marcel Pereira
New York, NY
Kathryn Turner
Stamford, CT
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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