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Ryan Bollinger

10 Years of Experience
O'Fallon, MO
1 DisclosureBroker

Ryan Bollinger is a registered investment advisor at Citigroup Global Markets INC., based in O'Fallon, MO, with 10 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 56,938 clients with $47B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2418 advisors
Number of Clients
56,938 clients
Average Client Portfolio
$823K average
Assets Under Management
$46.9B

Fee Structure

CGMI offers various investment advisory programs with different fee structures. The CGMI fee is an annualized, fixed, asset-based fee of up to 2% that is negotiable based on a number of factors. Clients may also pay separate fees to third-party investment managers, generally ranging from 0.05% to 1.00% depending on the asset class and investment style. These fees do not include additional charges such as wire transfer fees, taxes, or brokerage commissions for trades executed outside of CGMI or Clearing Firm.

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Location

Citi Wealth Management, Supervision, 1000 Technology Drive, 3N, O'Fallon, MO, 63368

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History

Regulatory History (1)
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Criminal
March 2006
Final Disposition
Other Business Activities

Ryan is a member of Bollinger Services, occasionally assisting with business duties. He is also a partner in Bollinger Rental Services LLC, managing rental appointments and paperwork, but devotes no time to this outside of securities trading hours.

Employment History
Current Registrations
Citigroup Global Markets INC.
March 2023 - Present · 3 yrs 2 mos
Citigroup Global Markets INC.Broker
March 2020 - Present · 6 yrs 2 mos
Citigroup Global Markets INC.
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
TD Ameritrade, INC.Broker
February 2018 - January 2020 · 1 yr 11 mos
Scottrade, INC.Broker
May 2015 - February 2018 · 2 yrs 9 mos
State Registrations3 states
ILMONY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.