Antonio
Alves

Citigroup Global Markets Inc

CRD#5526928
Investment Advisor
in Bronx, NY

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About this Advisor

Antonio Alves is a financial advisor who works out of Bronx, New York who has 2 years of relevant experience. Alves currently works for Citigroup Global Markets Inc. Alves has gained experience at Wells Fargo Bank Na, Wells Fargo Advisors LLC and Citigroup. Alves holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in New York. Citigroup Global Markets Inc is a firm that has its headquarters in New York, NY. The investment advisory business has offices in 733 locations and a total of 7,927 financial advisors. It has $35 billion in assets under management across its 53,776 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 140 charitable organizations. Of its 53,776 customer accounts, 32% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm offers a diverse range 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 charged by financial advisors typically depend on which service is offered. Fees billed by Citigroup Global Markets Inc most likely consist of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 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 1766 Crosby Avenue
Bronx, NY 10461

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Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management

$34,863,982,805

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

7,927

NY Average: 88
Total Number of Accounts

53,776

NY Average: 3,892
Average Account Size

$648,319

NY 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

Antonio Alves Work History

Antonio has been registered as a financial advisor for 2 years.*

2013 - Present (11 years)

Citigroup

2013 - 2013 (< 1 year)

Wells Fargo Bank Na

2013 - 2013 (< 1 year)

Wells Fargo Advisors LLC

*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 Antonio Alves 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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