Nathan Afshin is a CFP-designated registered investment advisor at Citigroup Global Markets INC., based in Pasadena, CA, with 8 years of industry experience. Nathan 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 Wealth Management, Sales, 285 South Lake Avenue, Pasadena, CA, 91101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nathan owns rental property in Columbus, OH, since August 2024. A management company handles most of the work, with Nathan devoting minimal time to the property outside of securities trading hours.
Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Edward Jones
Edward JonesBroker
State Registrations16 states
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