Stephanie Torres, financial advisor San Antonio TX
93 score

Stephanie Torres

CRD Number: 3160363
Current Firm: Citigroup Global Markets Inc.

Stephanie Torres (CRD# 3160363) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in San Antonio, TX and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Citigroup San Antonio, TX Oct 2017 - Current < 1
Usaa Financial Advisors, Inc. San Antonio, TX Jan 2014 - Aug 2017 3
Usaa Financial Planning Services San Antonio, TX Jan 2014 - Aug 2017 3
Wells Fargo Advisors, LLC San Antonio, TX Jun 2013 - Jan 2014 < 1
Unemployed San Antonio, TX Mar 2013 - Aug 2013 < 1
Advisors Asset Management, Inc. Monument, CO Feb 2010 - Mar 2013 3
Unemployed Colorado Springs, CO Aug 2009 - Feb 2010 < 1
U.s. Bancorp Investments, Inc. Highlands Ranch, CO Jan 2009 - Aug 2009 < 1
Charles Schwab Bank Englewood, CO Jul 2007 - Jan 2009 1
Charles Schwab & Company, Inc. Englewood, CO May 2006 - Jan 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1999
S65 NASAA Investment Advisors Law Examination Oct 1999
Contact Info for Stephanie M. Torres
Phone Number: 212-816-6000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    20,231
    MILLIONS
  • Total Number of Accounts
    41,470
    ACCOUNTS
  • Average Account Value
    $487,847
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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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