Bryan Buchert, financial advisor Fresno CA
90 score

Bryan Buchert

CRD Number: 6313198
Current Firm: Citigroup Global Markets Inc.

Bryan Buchert (CRD# 6313198) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Fresno, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Citigroup Sacramento, CA Aug 2017 - Current < 1
Bank Of America, N.a. Folsom, CA Apr 2015 - Aug 2017 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Folsom, CA Mar 2015 - Aug 2017 2
Mml Investors Services LLC Walnut Creek, CA Apr 2014 - Mar 2015 < 1
Massmutual Life Insurance Company Walnut Creek, CA Feb 2014 - Mar 2015 1
Oem Company Livermore, CA Jan 2013 - Feb 2014 1
Capital Asset Exchange And Trading Redwood City, CA Jun 2012 - Jan 2013 < 1
University Of California, Berkeley Berkeley, CA Aug 2008 - May 2012 3
Ariix Bountiful, UT Jan 2011 - Dec 2011 < 1
Usana Health Sciences Salt Lake City, UT Oct 2009 - Dec 2010 1
Full Time Student Newport Beach, CA Apr 2004 - Aug 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2014
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for Bryan Buchert
Phone Number: 212-816-6000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    20,231
    MILLIONS
  • Total Number of Accounts
    41,470
    ACCOUNTS
  • Average Account Value
    $487,847
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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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