AS
AS

Aaron Joseph Strand

5 Years of Experience
Broker
Areas of Practice
Investment Management
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
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Location

Citi Private Bank, 1 Market Street, 42nd Floor, San Francisco, CA, 94105

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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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Employment History
Current Registrations
Citigroup Global Markets INC.
October 2020 - Present · 5 yrs 4 mos
Citigroup Global Markets INC.
September 2020 - Present · 5 yrs 5 mos
Citi Private Alternatives, LLC
September 2020 - Present · 5 yrs 5 mos
Citigroup Global Markets INC.Broker
September 2020 - Present · 5 yrs 5 mos
Citi Private Alternatives, LLCBroker
September 2020 - Present · 5 yrs 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.