OA
OA

Oluseun Adeyemi

8 Years of Experience
Washington, DC
Broker

Oluseun Adeyemi is a registered investment advisor at Citigroup Global Markets INC., based in Washington, DC, with 8 years of industry experience. Oluseun 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

CWM Retail, Sales, 1258 Wisconsin Avenue, NW, Washington, DC, 20007

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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

Oluseun is the founder of Simply Feel Good LLC, a life coaching business focused on confidence and anxiety. He dedicates about a quarter of his time to this venture, outside of securities trading hours, and it is unrelated to his financial roles.

Employment History
Current Registrations
Citigroup Global Markets INC.
May 2021 - Present · 5 yrs
Citigroup Global Markets INC.Broker
April 2021 - Present · 5 yrs 1 mo
Citigroup Global Markets INC.
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2017 - March 2021 · 3 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2017 - March 2021 · 3 yrs 7 mos
State Registrations23 states
ALAZCACODCDEFLGAILINKSKYMDMEMINCNHNVNYOHOKTXVA
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.
Oluseun Adeyemi - Financial Advisor | TrueAdvisor