Solmaz Azar

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

• 05/2021 → 02/2022
  Wells Fargo Clearing Services Llc
  Annandale, VA
• 07/2019 → 02/2025
  Wells Fargo Bank, Na
  Waldorf, MD
• 11/2018 → 07/2019
  Chase Bank
  District Of Columbia, DC
• 03/2016 → 06/2017
  Wells Fargo Bank
  Henderson, NV
• 06/2017 → 11/2018
  Wells Fargo Bank
  District Of Columbia, DC
• 08/2022 → 02/2025
  Wells Fargo Clearing Services, Llc
  Waldorf, MD
• 03/2025 → Present
  Citigroup
  Washington Dc, DC

Previous Registrations

• 2023-01-21 → 2025-03-04
  Wells Fargo Clearing Services, Llc
  Waldorf, MD
  Columbia, MD
  Waldorf, MD
  Arlington, VA
  Mclean, VA
  Columbia, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-21
• S63 Uniform Securities Agent State Law Examination
  2022-11-28

Other Names

• Seyyedeh Solmaz Seyyedi Tabari
• Solmaz Nik Azar
• Solmaz N Azar