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Abiola Adetunji

19 Years of Experience
Broker

Abiola Adetunji is a registered investment advisor at Citigroup Global Markets INC., based in San Antonio, TX, with 19 years of industry experience. Abiola operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 56,938 clients with $47B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2418 advisors
Number of Clients
56,938 clients
Average Client Portfolio
$823K average
Assets Under Management
$46.9B

Fee Structure

CGMI offers various investment advisory programs with different fee structures. The CGMI fee is an annualized, fixed, asset-based fee of up to 2% that is negotiable based on a number of factors. Clients may also pay separate fees to third-party investment managers, generally ranging from 0.05% to 1.00% depending on the asset class and investment style. These fees do not include additional charges such as wire transfer fees, taxes, or brokerage commissions for trades executed outside of CGMI or Clearing Firm.

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Location

Citi Wealth Management, NIC, 100 Citibank Drive, San Antonio, TX, 78245

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Citigroup Global Markets INC.
April 2018 - Present · 8 yrs
Citigroup Global Markets INC.Broker
April 2018 - Present · 8 yrs
Citigroup Global Markets INC.
April 2018 - Present · 8 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2015 - December 2016 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2015 - December 2016 · 1 yr 7 mos
PFS Investments INC.Broker
September 2014 - April 2015 · 7 mos
Citigroup Global Markets INC.Broker
May 2007 - October 2012 · 5 yrs 5 mos
Citicorp Investment ServicesBroker
June 2004 - May 2007 · 2 yrs 11 mos
Banc of America Investment Services, INC.Broker
September 2003 - June 2004 · 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.