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Adam Joel Boersma

Citigroup Global Markets Inc.

Chicago, IL

New York, NY

CRD 5286933

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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:

Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2017-04-04
  • IL RA
    APPROVED
    Since 2017-04-04

Branch Locations

227 West Monroe Street, Chicago, IL 60606 • United States

388 Greenwich Street Tower Building, New York, NY 10013 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup Chicago IL 04/2017 Present
Geneva Advisors Llc Chicago IL 02/2015 04/2017
  • 04/2017 → Present
    Citigroup
    Chicago, IL
  • 02/2015 → 04/2017
    Geneva Advisors Llc
    Chicago, IL
Previous Registrations
  • 2016-06-14 → 2017-05-18
    Geneva Advisors, Llc
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-14
S63 Uniform Securities Agent State Law Examination 2014-04-23
  • S65 Uniform Investment Adviser Law Examination
    2016-06-14
  • S63 Uniform Securities Agent State Law Examination
    2014-04-23
Other Names
  • Adam Boersma

View on SEC IAPD

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HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

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