AA
AA

Adolfo Jaime Anzola

1 Year 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 Private Bank, 3 Greenwich Office Park, 3rd Floor, Greenwich, CT, 06831

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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.
September 2024 - Present · 1 yr 5 mos
Citigroup Global Markets INC.
August 2024 - Present · 1 yr 6 mos
Citigroup Global Markets INC.Broker
August 2024 - Present · 1 yr 6 mos
State Registrations2 states
FLNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.