TrueAdvisor
TrueAdvisor
Browse
Learn
Feedback
AK
AK
Adam Edward Kennerdell
Citigroup Global Markets INC.
7 Years of Experience
1 Disclosure
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
Loading...
Location
Citi Wealth Management, NIC, 100 Citibank Dr Building 2, Floor 2, San Antonio, TX, 78245
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Financial
December 2016
Final
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Citigroup Global Markets INC.
September 2022 - Present · 3 yrs 5 mos
Citigroup Global Markets INC.
September 2022 - Present · 3 yrs 5 mos
Citigroup Global Markets INC.
Broker
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Victory Capital Management INC.
June 2021 - May 2022 · 11 mos
Victory Capital Services, INC.
Broker
October 2019 - May 2022 · 2 yrs 7 mos
J.P. Morgan Securities LLC
January 2018 - September 2019 · 1 yr 8 mos
J.P. Morgan Securities LLC
Broker
October 2017 - September 2019 · 1 yr 11 mos
State Registrations
13 states
CA
CT
DC
DE
FL
IL
MA
MD
NJ
NV
NY
TX
VA
Advisor
Broker
Both
Exams
No exam information available for this advisor.