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Ryan James Agnew

Citigroup Global Markets Inc.

Dallas, TX

Denver, CO

Dallas, TX

CRD 7248082

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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
TX RA APPROVED 2021-03-09
  • TX RA
    APPROVED
    Since 2021-03-09

Branch Locations

Dallas, TX • United States

Citi Private Bank 1225 17Th Street, 21St Floor, Suite 2100, Denver, CO 80202 • United States

Citi Private Bank 300 Crescent Court, Suite 950, Dallas, TX 75201 • 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
San Diego State University San Diego CA 07/2015 12/2019
Citigroup Dallas TX 03/2020 Present
  • 07/2015 → 12/2019
    San Diego State University
    San Diego, CA
  • 03/2020 → Present
    Citigroup
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-09
  • S66 Uniform Combined State Law Examination
    2021-03-09
Other Names
  • Ryan Agnew

View on SEC IAPD

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