Yale Benjamin Bahar

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

• 05/2007 → Present
  Citigroup Global Markets Inc.
  Brooklyn, NY

Previous Registrations

• 2004-11-08 → 2007-05-29
  Citicorp Investment Services
  Brooklyn, NY
  Brooklyn, NY

Other Businesses

Rental properties from inheritance; Investment-related; Various cities: Aurora, CO; Philadelphia, PA; Tupman, CA; Affiliations started Sept/Oct 2015; Title: Owner; Duties: Owner/Landlord; No time is devoted each month during security trading hours; Approximately one hour per property each month is dedicated to maintaining properties outside of security trading hours. ///// Rental Property - Ft. Lauderdale, FL; Is investment-related; Affiliation started in 2015 with property being rented in 2016; Title: Owner; Duties: Collect rent and pay expenses (insurance, tax, repairs, condo association); No time is devoted each month during security trading hours; 1 hour is devoted each month outside of security trading hours. ///// Rental Property - New York, NY; Investment-related; Affiliation started 12/21/2017; Title: Co-owner; Duties: Receive rental income and pay expenses such as monthly maintenance, insurance and repairs, if needed; No time is devoted to the rental each month during securities trading hours; 1 hour is devoted to the rental each month outside of securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-02-03
• S63 Uniform Securities Agent State Law Examination
  1990-12-10

Other Names

• Yale B Bahar