Maria Irene Townsend, financial advisor San Francisco CA

Maria Irene Townsend

CRD Number: 4755008
Current Firm: Citigroup Global Markets Inc.

Maria Irene Townsend (CRD# 4755008) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in San Francisco, CA and has over 16 years of experience in the finance industry.

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Wealth & Tax Planners
Company Name Location Dates Years
Citigroup San Francisco, CA Aug 2018 - Current 2
Citibank, N.a. San Francisco, CA Jan 2013 - Aug 2018 5
Citigroup Global Markets Inc. San Francisco, CA May 2007 - Dec 2012 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2004
S66 NASAA Uniform Combined State Law Examination Dec 2019
Contact Info for Maria Irene F. Townsend
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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