Celine Chen, financial advisor Saratoga CA

Celine Chen

CRD Number: 2647881
Current Firm: Citigroup Global Markets Inc.

Celine Chen (CRD# 2647881) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Saratoga, CA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Citigroup Global Markets Inc. Saratoga, CA May 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1995
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Celine X. Chen
Phone Number: 212-816-6000
Firm Website: http://www.citi.com
Registered State(s):
  • CA
  • OH
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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