Alfonso Tangherlini, financial advisor Miami FL

Alfonso Tangherlini

CRD Number: 4664629
Current Firm: Citigroup Global Markets Inc.

Alfonso Tangherlini (CRD# 4664629) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Miami, FL and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Citigroup Miami, FL Apr 2019 - Current 4
Regions Bank Hialeah, FL Jun 2016 - Apr 2019 2
Cetera Investment Services LLC St.cloud, MN Jun 2016 - Apr 2019 2
Cetera Investment Advisers LLC Hialeah, FL Jun 2016 - Apr 2019 2
Wells Fargo Advisors LLC Miami, FL Mar 2011 - Jun 2016 5
Wachovia Bank, N.a. Miami, FL Dec 2010 - Jun 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2004
S65 NASAA Investment Advisors Law Examination Oct 2010
Contact Info for Alfonso R. Tangherlini
Phone Number: 212-816-6000
Firm Website: http://www.citi.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    34,864
    MILLIONS
  • Total Number of Accounts
    53,776
    ACCOUNTS
  • Average Account Value
    $648,319
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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