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CFA
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CFA

Anil Daryani

15 Years of Experience
San Francisco, CA
Broker

Anil Daryani is a CFA-designated registered investment advisor, based in San Francisco, CA, with 15 years of industry experience.

Location

Citi Private Bank, 1 Market Plaza, 42nd Floor, San Francisco, CA, 94105

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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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Other Business Activities

Anil is the Chief Financial Officer of Auriga Corporation, an engineering firm, since 2009. He dedicates a few hours per week outside of securities trading hours to providing oversight of finance and risk functions.

Employment History
Current Registrations
Citigroup Global Markets INC.
January 2023 - Present · 3 yrs 8 mos
Citi Private Alternatives, LLC
January 2023 - Present · 3 yrs 8 mos
Citigroup Global Markets INC.Broker
January 2023 - Present · 3 yrs 8 mos
Citi Private Alternatives, LLCBroker
January 2023 - Present · 3 yrs 8 mos
Citigroup Global Markets INC.
January 2023 - Present · 3 yrs 8 mos
Previous Registrations
Hsbc Securities (USA) INC.Broker
August 2017 - January 2023 · 5 yrs 5 mos
Hsbc Securities (USA) INC.
August 2017 - January 2023 · 5 yrs 5 mos
UBS Financial Services INC.
June 2009 - January 2015 · 5 yrs 7 mos
UBS Financial Services INC.Broker
June 2009 - January 2015 · 5 yrs 7 mos
UBS Financial Services INC.
October 2007 - May 2009 · 1 yr 7 mos
UBS Financial Services INC.Broker
September 2007 - May 2009 · 1 yr 8 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Anil Daryani - Financial Advisor | TrueAdvisor