Diego Scheurich, financial advisor Aventura FL

Diego Scheurich

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Diego H. Scheurich
Phone Number: 212-816-6000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    38,272
    MILLIONS
  • Total Number of Accounts
    51,112
    ACCOUNTS
  • Average Account Value
    $748,782
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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