Anil Daryani
Anil Daryani is a CFA-designated registered investment advisor at Citigroup Global Markets INC., based in San Francisco, CA, with 16 years of industry experience. Anil 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
Firm Size
IM Fee
Assets Under Management
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.
Location
Citi Private Bank, 1 Market Plaza, 42nd Floor, San Francisco, CA, 94105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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.
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Previous Registrations
Citi Private Alternatives, LLCBroker
Hsbc Securities (USA) INC.Broker
Hsbc Securities (USA) INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations52 states
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Exams
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