Diego ScheurichCRD Number: 6327526
Current Firm: Citigroup Global Markets Inc.
Diego Scheurich (CRD# 6327526) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Aventura, FL and has over 7 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Global Wealth Management Investment Advisory, Inc.
Kingsview Wealth Management, LLC
|Citigroup||Aventura, FL||Aug 2016 - Current||5|
|Wells Fargo Advisors, LLC||Pembroke Pines, FL||Jun 2014 - Jul 2016||2|
|Wells Fargo Bank Na||Pembroke Pines, FL||Oct 2011 - Jul 2016||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2014|
|S65||NASAA Investment Advisors Law Examination||Mar 2020|
Total Assets Under Management38,272MILLIONS
Total Number of Accounts51,112ACCOUNTS
Average Account Value$748,782
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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