Edilawit M Tesfaye

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

• 04/2017 → 01/2023
  Citibank
  Washington, DC
• 02/2017 → 04/2017
  Greystar
  Rockville, MD
• 09/2015 → 01/2017
  Suntrust Bank
  Washington, DC
• 11/2023 → Present
  Citi Group
  Washington, DC
• 04/2023 → 11/2023
  Charles Schwab Bank, Ssb
  Reston, VA

Previous Registrations

• 2023-08-05 → 2024-01-02
  Charles Schwab & Co., Inc.
  Leesburg, VA
  Reston, VA

Exams

• S66 Uniform Combined State Law Examination
  2022-11-22
• S63 Uniform Securities Agent State Law Examination
  2022-08-19

Other Names

• Edilwalit Tesfaye
• Edilawit Tesfaye
• Edil Tesfaye
• Edilawit M Tesfaye