James
Trousdale

Citigroup Global Markets Inc

CRD#4695759
Investment Advisor
in Dallas, TX
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About this Advisor

James Trousdale is a chartered financial analyst operating out of Dallas, Texas, who has 15 years of financial industry experience. Trousdale is an employee of Citigroup Global Markets Inc. Over the course of their career, they have held roles at Jpmorgan Chase Bank, J.P. Morgan Securities Inc and Citigroup Global Markets Inc. Trousdale holds a Series 63 license, qualifying them as a securities broker, and can advise clients in Texas. Citigroup Global Markets Inc is a financial advisory business that has its headquarters in Dallas, Texas. The investment advisory business has offices in 631 locations and a total of 8,126 employees. It oversees $31 billion in assets under management among its 43,518 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advice to 136 charitable organizations. Of its 43,518 client accounts, just 9% belong to high-net-worth clients who have at least $1 million in assets. Citigroup Global Markets Inc provides 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. Financial advisory fees largely depend on which services the firm provides the client. Fees billed by Citigroup Global Markets Inc likely include some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

15 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

Disclosures

No

Office Location

Citi Private Bank 300 Crescent Court, Suite 950
Dallas, TX 75201

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Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management

$31,374,581,061

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

8,126

TX Average: 88
Total Number of Accounts

43,518

TX Average: 3,892
Average Account Size

$720,956

TX Average: $1,917,921

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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

James Trousdale Work History

James has 15 years of experience.

2013 - Present (6 years)

Citigroup Global Markets Inc

2003 - 2013 (10 years)

Jpmorgan Chase Bank

2003 - 2013 (10 years)

J.P. Morgan Securities Inc

Disclosures

James Trousdale has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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