Dylan Bowsky
Dylan Bowsky is a registered investment advisor at Citigroup Global Markets INC., based in Foster City, CA, with 4 years of industry experience. Dylan 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
CWM Retail, Sales, 951 Edgewater Blvd., Foster City, CA, 94404
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2020Employment History
Current Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
J.P. Morgan Securities LLCBroker
State Registrations1 state
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
More Advisors
- Tony NguyCitigroup Global Markets INC.
- Christina Munguia, CFPTeam Hewins, LLC
- Samantha Lee, CFAIeq Capital, LLC
- Nony Lukitolim, ChFCState Farm Investment Management CORP.
- Charles Wood, CFPTeam Hewins, LLC
- Sonya Mughal, CFABailard, INC.