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Kendall Guyton

3 Years of Experience
Oak Brook, IL
1 DisclosureBroker

Kendall Guyton is a registered investment advisor at Citigroup Global Markets INC., based in Oak Brook, IL, with 3 years of industry experience. Kendall 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2402 advisors
IM Fee
Planning only
Assets Under Management
$56.0B

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.

One-Time Plan:$0
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Location

Citi Wealth Management, Sales,, 1900 Spring Rd, Suite 101, Oak Brook, IL, 60523

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History

Regulatory History (1)
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Financial
September 2022
Final
Employment History
Current Registrations
Citigroup Global Markets INC.
October 2025 - Present · 1 yr
Citigroup Global Markets INC.Broker
April 2025 - Present · 1 yr 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2023 - January 2025 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2023 - January 2025 · 1 yr 10 mos
State Registrations4 states
ILINTXWI
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.
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