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Adolph Kristunas

2 Years of Experience
Broker
Areas of Practice
Investment Management
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
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Location

Citi Wealth Management, NIC, 100 Citibank Dr, FL 2, San Antonio, TX, 78245

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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
Citigroup Global Markets INC.
December 2023 - Present · 2 yrs 2 mos
Citigroup Global Markets INC.
October 2023 - Present · 2 yrs 4 mos
Citigroup Global Markets INC.Broker
October 2023 - Present · 2 yrs 4 mos
State Registrations23 states
AZCACOCTDCDEFLGAILINMAMDMINCNJNVNYOHPATXVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adolph Kristunas - Financial Advisor | TrueAdvisor