Nicholas Friedmann, financial advisor Washington DC
93 score

Nicholas Friedmann

CRD Number: 5419755
Current Firm: Citigroup Global Markets Inc.

Nicholas Friedmann (CRD# 5419755) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Washington, DC and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Citigroup Global Markets Washington, DC Jun 2014 - Current 2
Wells Fargo Advisors LLC Washington, DC Aug 2010 - Jun 2014 3
Citigroup Global Markets Inc. Long Island City, NY Feb 2007 - Jul 2010 3
Unemployed Athens, GA Dec 2006 - Feb 2007 < 1
University Of Georgia Athens, GA Aug 2002 - Dec 2006 4
Citibank, Na New York, NY Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2007
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Nicholas B. Friedmann
Phone Number: 212-816-6000
Registered State(s):
  • DC
By the Numbers
  • Total Assets Under Management
    22,285
    MILLIONS
  • Total Number of Accounts
    42,945
    ACCOUNTS
  • Average Account Value
    $518,927
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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