Itay Blasenheim, financial advisor Tampa FL

Itay Blasenheim

CRD Number: 5771154
Current Firm: Citigroup Global Markets Inc.

Itay Blasenheim (CRD# 5771154) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Tampa, FL and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Citigroup New York, NY Feb 2020 - Current < 1
Caravan New York, NY Jul 2017 - Feb 2020 2
J.p. Morgan Securities Inc. New York, NY Mar 2010 - Jul 2017 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2010
S66 NASAA Uniform Combined State Law Examination Jun 2020
Contact Info for Itay Blasenheim
Phone Number: 212-816-6000
Registered State(s):
  • NJ
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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