TrueAdvisor
TrueAdvisor
AW
AW

Aaron Matthew Walker

Citigroup Global Markets INC.
11 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

Citi Retail Banking, 4600 Houston Road Suite 4, Florence, KY, 41042

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Citigroup Global Markets INC.
October 2022 - Present · 3 yrs 4 mos
Citigroup Global Markets INC.
October 2020 - Present · 5 yrs 4 mos
Citigroup Global Markets INC.Broker
October 2020 - Present · 5 yrs 4 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
November 2012 - May 2019 · 6 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.