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Blal Said

Citigroup Global Markets Inc.

Fountain Valley, CA

Aliso Viejo, CA

Laguna Niguel, CA

Laguna Niguel, CA

Laguna Hills, CA

CRD 6729178

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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 2022-09-12
  • CA RA
    APPROVED
    Since 2022-09-12

Branch Locations

Citi Wealth Management, Sales 17400 Brookhurst St. Suite 200, Fountain Valley, CA 92708 • United States

Citi Retail Banking 26916 La Paz Rd, Aliso Viejo, CA 92656 • United States

Laguna Niguel, CA • United States

Laguna Niguel, CA • United States

Citi Retail Banking 24221 Calle De La Louisa, Laguna Hills, CA 93653 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Aliso Viejo CA 05/2015 08/2022
Bank Of America, N.A. Aliso Viejo CA 05/2015 08/2022
Citigroup Aliso Viejo CA 09/2022 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-19
  • S66 Uniform Combined State Law Examination
    2017-04-19
Other Names
  • Bill Said

View on SEC IAPD

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