Lauren Stuhmer, financial advisor West Palm Beach FL

Lauren Stuhmer

CRD Number: 5355694
Current Firm: Citigroup Global Markets Inc.

Lauren Stuhmer (CRD# 5355694) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in West Palm Beach, FL and has over 16 years of experience in the finance industry. Lauren Stuhmer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Citigroup West Palm Beach, FL Jul 2021 - Current 2
Jpmorgan Chase Bank Na Palm Beach Gardens, FL Jun 2014 - Jul 2021 7
Jp Morgan Securities Palm Beach Gardens, FL Jun 2014 - Jul 2021 7
Deutsche Bank Palm Beach, FL May 2007 - Jun 2014 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Lauren A. Stuhmer
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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