Dominique Abou-Zeid, financial advisor San Francisco CA

Dominique Abou-Zeid

CRD Number: 6153090
Current Firm: Citigroup Global Markets Inc.

Dominique Abou-Zeid (CRD# 6153090) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in San Francisco, CA and has over 7 years of experience in the finance industry.

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Wealth & Tax Planners
Company Name Location Dates Years
Citigroup San Francisco, CA Oct 2018 - Current 2
Jpmorgan Chase Bank Na Scottsdale, AZ May 2015 - Oct 2018 3
Jp Morgan Securities LLC Scottsdale, AZ Jan 2013 - Oct 2018 5
Jp Morgan Chase Bank Scottsdale, AZ Sep 2011 - May 2015 3
Visalus Phoenix, AZ Feb 2012 - Jun 2014 2
Sullivan's Steakhouse Tucson, AZ Feb 2007 - Sep 2011 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2013
S66 NASAA Uniform Combined State Law Examination Jan 2019
Contact Info for Dominique G. Abou-Zeid
Phone Number: 212-816-6000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    32,924
    MILLIONS
  • Total Number of Accounts
    49,409
    ACCOUNTS
  • Average Account Value
    $666,364
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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