TrueAdvisor
TrueAdvisor
AK
AK

Adam Matthew Kramer

Citigroup Global Markets INC.
18 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Citigroup Global Markets INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2269 advisors
Number of Clients
56,938 clients
Average Client Portfolio
$823K average
Assets Under Management
$46.9B

Fee Structure

Financial Planning:Investment management only

Location

Citi Private Bank, 153 East 53rd St., 23rd, 24th, 25th Fls, New York, NY, 10022

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Citi Private Alternatives, LLCBroker
August 2017 - Present · 8 yrs 6 mos
Citi Private Alternatives, LLC
August 2017 - Present · 8 yrs 6 mos
Citigroup Global Markets INC.
August 2017 - Present · 8 yrs 6 mos
Citigroup Global Markets INC.Broker
August 2017 - Present · 8 yrs 6 mos
Citigroup Global Markets INC.
August 2017 - Present · 8 yrs 6 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
April 2009 - July 2017 · 8 yrs 3 mos
Susquehanna Financial Group, LllpBroker
July 2007 - September 2008 · 1 yr 2 mos
Ameriprise Financial Services, INC.
April 2006 - July 2006 · 3 mos
Ameriprise Financial Services, INC.Broker
March 2006 - July 2006 · 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.