Elizabeth McCune, financial advisor Washington DC

Elizabeth McCune

CRD Number: 3037094
Current Firm: Citigroup Global Markets Inc.

Elizabeth McCune (CRD# 3037094) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Washington, DC and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Citigroup Global Markets Inc. Mclean, VA Aug 2023 - Current < 1
Pnc Investments Alexandria, VA Nov 2007 - Aug 2023 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S66 NASAA Uniform Combined State Law Examination Dec 2005
Contact Info for Elizabeth A. McCune
Phone Number: 212-816-6000
Firm Website: http://www.citi.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    34,864
    MILLIONS
  • Total Number of Accounts
    53,776
    ACCOUNTS
  • Average Account Value
    $648,319
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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