Alexander Harb

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

• 08/2014 → 01/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
• 08/2014 → 01/2021
  Bank Of America, N.A.
  Jacksonville, FL
• 01/2021 → 08/2021
  Jpmorgan Chase Bank Na
  Miami, FL
• 01/2021 → 08/2021
  Jpmorgan Securities, Llc
  Miami, FL
• 08/2021 → 11/2023
  Fidelity Investments
  Miami, FL
• 11/2023 → Present
  Citigroup
  Miami, FL

Previous Registrations

• 2021-10-07 → 2023-12-01
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
• 2021-02-01 → 2021-08-06
  J.P. Morgan Securities Llc
  Miami Lakes, FL
• 2015-01-15 → 2021-01-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  Jacksonville, FL
  Hialeah, FL
  Key Biscayne, FL
  Pinecrest, FL

Other Businesses

OBA-62047|OrgNmn:Unisur Service Inc|Org Addr:Miami,Florida,US|OBA Nature:Corp holding real estate renta|Invst Rel:Y|Title:Vice President |Duties:Repairs and upkeep of the property |StrtDt:08-04-14|TotHrs/mon:1|TrdHrs/mon:0|OBA-62046|OrgNmn:AHM Legacy Holdings LLC|Org Addr:Miami,Florida,US|OBA Nature:LLC holding rental property - |Invst Rel:Y|Title:MGR|Duties:Upkeep and maintenance, I do not provide any type of investment advice related to my daily activities at Fidelity|StrtDt:06-22-20|TotHrs/mon:1|TrdHrs/mon:0|OBA-95922|OrgNmn:Real Estate Agent License |Org Addr:Miami,Florida,US|OBA Nature:Real Estate |Invst Rel:Y|Title:Employee|Duties:Be involved with prospects and clients for Real Estate transactions that would include buyers, sellers, commercial properties as well as renta|StrtDt:|TotHrs/mon:64|TrdHrs/mon:0|OBA-97929|OrgNmn:Alexander Harb|Org Addr:Miami,Florida,US|OBA Nature:I will be creating an LLC for |Invst Rel:Y|Title:Director|Duties:Investment property owner |StrtDt:05-01-23|TotHrs/mon:2|TrdHrs/mon:0|///// OA name: CAF LEGACY HOLDINGS LLC, Nature: REAL ESTATE HOLDING COMPANY FOR LIABILITY PURPOSES (Investment-related: Yes, Location: Miami, FL, started 03/01/2026), Title: AMBR, Duties: SUPERVISE REAL ESTATE ASSET, REPAIRS AND RENTAL TENANTS, Hours: (0 during trading hours/month, 1-5 during non-trading hours/month).

Exams

• S66 Uniform Combined State Law Examination
  2015-01-12

Other Names

• Anuar Alexander Harb Mejia