David M Minnella

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

• 10/2018 → 03/2021
  Wells Fargo Clearing Services, Llc
  Saint Louis, MO
• 06/2016 → 09/2018
  Compi Distributors Inc (Cdi)
  St Louis/Kansas City, MO
• 03/2021 → 03/2023
  Citigroup
  St. Louis, MO
• 03/2023 → 06/2025
  Wells Fargo Clearing Services
  Saint Louis, MO
• 06/2025 → 10/2025
  Unemployed
  St. Louis, MO
• 10/2025 → Present
  Citigroup
  O'FAllon, MO

Previous Registrations

• 2023-04-24 → 2025-06-20
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
• 2021-04-01 → 2023-03-20
  Citigroup Global Markets Inc.
  O'FAllon, MO
  O'FAllon, MO
• 2019-01-18 → 2021-03-23
  Wells Fargo Clearing Services, Llc
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2019-01-18

Other Names

• David Minnella
• David Michael Minnella
• David M Minnella