TrueAdvisor
TrueAdvisor
AB
AB

Adam Joel Boersma

Citigroup Global Markets INC.
15 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Citigroup Global Markets INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2269 advisors
Number of Clients
56,938 clients
Average Client Portfolio
$823K average
Assets Under Management
$46.9B

Fee Structure

Financial Planning:Investment management only

Location

227 West Monroe Street, Chicago, IL, 60606

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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 2017 - Present · 8 yrs 10 mos
Citigroup Global Markets INC.
April 2017 - Present · 8 yrs 10 mos
Citigroup Global Markets INC.Broker
April 2017 - Present · 8 yrs 10 mos
Previous Registrations
Geneva Advisors, LLC
June 2016 - May 2017 · 11 mos
Gnv Advisors, LLCBroker
February 2015 - May 2017 · 2 yrs 3 mos
J.P. Morgan Securities LLCBroker
February 2014 - February 2015 · 1 yr
Chase Investment Services CORP.Broker
February 2008 - November 2011 · 3 yrs 9 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.