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Abiola Adetunji

19 Years of Experience
San Antonio, TX
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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 59,829 clients with $56B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2398 advisors
IM Fee
Planning only
Assets Under Management
$56.0B

Fee Structure

Citigroup Global Markets provides a comprehensive written financial plan at no direct fee to eligible clients of Citi Private Bank and Citi Global Wealth at Work. The service includes developing a financial profile, analyzing current financial position, and providing recommendations for education, retirement, estate planning, and other long-term goals.

One-Time Plan:$0
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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 6 mos
Citigroup Global Markets INC.Broker
April 2018 - Present · 8 yrs 6 mos
Citigroup Global Markets INC.
April 2018 - Present · 8 yrs 6 mos
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
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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