Alexander Daniel Tantleff

Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → 03/2019
  J.P. Morgan Securities Llc
  Cedarhurst, NY
• 03/2019 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 02/2015 → 03/2019
  Jp Morgan
  Cedarhurst, NY
• 06/2020 → Present
  Citibank
  Cedarhurst, NY

Previous Registrations

• 2019-03-26 → 2020-06-16
  Equitable Advisors, Llc
  Melville, NY
• 2015-02-23 → 2019-04-05
  J.P. Morgan Securities Llc
  Cedarhurst, NY
  Woodmere, NY
• 2015-01-28 → 2015-02-20
  Capital One Advisors, Llc
  Seattle, WA
• 2014-02-26 → 2015-01-28
  Capital One Financial Advisors Llc
  Melville, NY
• 2013-02-26 → 2014-03-04
  Morgan Stanley
  Jericho, NY
• 2011-07-08 → 2013-03-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Garden City, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-07-07
• S63 Uniform Securities Agent State Law Examination
  2006-10-06

Other Names

• Alexander Daniel Tantleff
• Alexander Daniel Tantleff
• Alex Daniel Tantleff
• Alex Daniel Tantleff
• Alexander Tantleff
• Alex Tantleff