Antonio AlvesCRD Number: 5526928
Current Firm: Citigroup Global Markets Inc.
Antonio Alves (CRD# 5526928) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Bronx, NY and has over 11 years of experience in the finance industry.
Financial Life Focus, LLC
|Citigroup||Norwalk, CT||Sep 2013 - Current||9|
|Wells Fargo Bank Na||Tarrytown, NY||Mar 2013 - Sep 2013||< 1|
|Wells Fargo Advisors LLC||Tarrytown, NY||Mar 2013 - Sep 2013||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2011|
|S65||NASAA Investment Advisors Law Examination||Jun 2021|
Total Assets Under Management34,864MILLIONS
Total Number of Accounts53,776ACCOUNTS
Average Account Value$648,319
- 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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