Yuting PattersonCRD Number: 6122658
Current Firm: Citigroup Global Markets Inc.
Yuting Patterson (CRD# 6122658) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in New York, NY and has over 9 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
Hightower Advisors, LLC
|Citigroup||New York, NY||Jan 2022 - Current||< 1|
|Jpmorgan Securities LLC||New York, NY||Aug 2017 - Dec 2021||4|
|Jpmorgan Chase Bank Na||New York, NY||Aug 2017 - Nov 2021||4|
|Yoga Shanti Nyc||New York, NY||Jul 2017 - Dec 2019||2|
|Deutsche Bank Securities, Inc.||New York, NY||Jul 2016 - Aug 2017||1|
|Unemployed||New York, NY||Apr 2016 - Jun 2016||< 1|
|J.p Morgan Securities LLC||New York, NY||Oct 2012 - Mar 2016||3|
|J.p Morgan Chase Bank||Hong Kong,||Aug 2009 - Oct 2012||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2012|
Total Assets Under Management43,883MILLIONS
Total Number of Accounts54,186ACCOUNTS
Average Account Value$809,861
- 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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