David Tanner Collis

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

• 10/2014 → 05/2019
  P1 Capital Llc
  Miami, FL
• 11/2014 → 05/2019
  P1 Analytics Inc.
  Miami, FL
• 06/2019 → 09/2019
  Anchor Consultants
  New York, NY
• 09/2019 → Present
  Citigroup
  New York, NY

Previous Registrations

• 2015-03-11 → 2018-12-31
  P1 Capital Llc
  Miami, FL

Other Businesses

//Convexity Harvester LLC,Texas,Austin; Investment Related: N; Started: 2026-01-24; Title: Managing Member; Duties: Oversee investments, but no different from my existing ownership. This is primarily a protection layer. ; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 1-5////Parker Palace LLC,Texas,Austin; Investment Related: N; Started: 2020-11-16; Title: Investor/partner; Duties: Financial investor. Other two partners are operational. I would have no operational obligations.; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 1-5////1902 Tillotson LLC,Texas,Austin; Investment Related: N; Started: 2024-12-05; Title: Member/Partner; Duties: Advising only, strategic management decisions when needed.; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 1-5//

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-11-11
• S66 Uniform Combined State Law Examination
  2006-03-07

Designations

• Chartered Financial Analyst