Tyler Bird

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

• 01/2016 → 08/2019
  T. Rowe Price
  Tampa, FL
• 08/2019 → 07/2022
  Raymond James & Associates, Inc.
  St. Petersburg, FL
• 08/2019 → 07/2022
  Raymond James Financial Services, Inc.
  Saint Petersburg, FL
• 07/2022 → Present
  Citigroup
  Tampa, FL

Previous Registrations

• 2020-01-15 → 2022-07-21
  Raymond James & Associates, Inc.
  St. Petersburg, FL
• 2017-03-27 → 2019-07-02
  T. Rowe Price Advisory Services, Inc.
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2017-03-21
• S63 Uniform Securities Agent State Law Examination
  2016-05-12

Other Names

• Tyler Matthew Bird