Andrew GreenhalghCRD Number: 6316655
Current Firm: Citigroup Global Markets Inc.
Andrew Greenhalgh (CRD# 6316655) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Henderson, NV and has over 7 years of experience in the finance industry.
Skyoak Capital, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Citigroup||Henderson, NV||Aug 2017 - Current||4|
|Jp Morgan Securities LLC||Henderson, NV||Mar 2014 - Aug 2017||3|
|Jp Morgan Chase Bank||Henderson, NV||Sep 2013 - Aug 2017||3|
|Maximum Senior Benefites||Henderson, NV||Jun 2011 - Sep 2013||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 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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