Best Investors Account Sign in

Fei Li

Citigroup Global Markets Inc.

Manhattan Beach, CA

Henderson, NV

CRD 8101353

Claim This Profile
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
CA RA APPROVED 2025-11-01
  • CA RA
    APPROVED
    Since 2025-11-01

Branch Locations

Cwm Retail, Sales 2710 N. Sepulveda Blvd., Manhattan Beach, CA 90266 • United States

Citi Wealth Management, Sales 10211 South Eastern Avenue, Henderson, NV 89052 • 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 Chino Hills CA 07/2023 Present
Unemployed Irvine CA 01/2023 06/2023
Bank Of America Irvine CA 02/2020 12/2022
Unemployed Mission Viejo CA 01/2019 01/2020
Nanyang Commercial Bank Qingdao 02/2014 12/2018
  • 07/2023 → Present
    Citigroup
    Chino Hills, CA
  • 01/2023 → 06/2023
    Unemployed
    Irvine, CA
  • 02/2020 → 12/2022
    Bank Of America
    Irvine, CA
  • 01/2019 → 01/2020
    Unemployed
    Mission Viejo, CA
  • 02/2014 → 12/2018
    Nanyang Commercial Bank
    Qingdao
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-31
  • S66 Uniform Combined State Law Examination
    2025-10-31

View on SEC IAPD

Nearby Firms

BEACH CITIES WEALTH MANAGEMENT, LLC
ACIES INVESTMENTS MANAGEMENT, LLC
WALLENDER, TIMOTHY JOSEPH

Nearby Investors

BRETT VAN COTT NIVEN
MICHAEL PAUL WOODS
TIMOTHY WALLENDER

Nearby Offices

BEACH CITIES WEALTH MANAGEMENT, LLC · MANHATTAN BEACH, CA
ACIES INVESTMENTS MANAGEMENT, LLC · MANHATTAN BEACH, CA
WALLENDER, TIMOTHY JOSEPH · MANHATTAN BEACH, CA

More in Manhattan Beach, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor