Bryan TrejoCRD Number: 6122925
Current Firm: Citigroup Global Markets Inc.
Bryan Trejo (CRD# 6122925) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Washington, DC and has over 5 years of experience in the finance industry.
David Wealth Management, LLC
Blue Ocean Global Wealth
Palatine Advisors, Inc.
|Citigroup Global Markets Inc.||Washington, DC||Apr 2015 - Current||3|
|Pnc Bank||Pittsburgh, PA||Jul 2013 - Apr 2015||1|
|Pnc Investments||Pittsburgh, PA||Jul 2013 - Apr 2015||1|
|Pnc Investments||Vienna, VA||Sep 2012 - Jul 2013||< 1|
|Pnc Bank||Vienna, VA||Aug 2010 - Sep 2012||2|
|Entrprise Rent A Car||Chantilly, VA||Aug 2009 - Aug 2010||1|
|Robinson High/cmu||Fairfax/newport News, VA||Aug 2000 - Aug 2009||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
Total Assets Under Management20,231MILLIONS
Total Number of Accounts41,470ACCOUNTS
Average Account Value$487,847
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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