Nicholas FriedmannCRD 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.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|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|
Total Assets Under Management22,285MILLIONS
Total Number of Accounts42,945ACCOUNTS
Average Account Value$518,927
- 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
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