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Quinn Allison Boortz

Citigroup Global Markets Inc.

Beverly Hills, CA

Los Angeles, CA

San Juan Capistrano, CA

CRD 5031349

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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
CA RA APPROVED 2024-03-27
  • CA RA
    APPROVED
    Since 2024-03-27

Branch Locations

Citi Private Bank 407 N. Maple Drive, Suite 150, Beverly Hills, CA 90210 • United States

Citi Private Bank 300 South Grand Avenue, Suite 3130, Los Angeles, CA 90071 • United States

San Juan Capistrano, CA • 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
Ernst & Young Washington DC 01/2016 02/2020
Starwood Capital Group Rosslyn VA 02/2020 09/2021
Cbre Investment Management Newport Beach CA 10/2021 07/2022
Citigroup Beverly Hills CA 07/2022 Present
  • 01/2016 → 02/2020
    Ernst & Young
    Washington, DC
  • 02/2020 → 09/2021
    Starwood Capital Group
    Rosslyn, VA
  • 10/2021 → 07/2022
    Cbre Investment Management
    Newport Beach, CA
  • 07/2022 → Present
    Citigroup
    Beverly Hills, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-26
  • S66 Uniform Combined State Law Examination
    2024-03-26
Other Names
  • Quinn Allison Boortz
  • Quinn Boortz
  • Quinn Alisson Boortz

View on SEC IAPD

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