Robert Allendorf

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

• 10/2015 → 01/2019
  City National Bank
  Palo Alto, CA
• 08/2019 → 08/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palo Alto, CA
• 02/2019 → 07/2019
  Unemployed
  San Mateo, CA
• 08/2022 → 11/2023
  Comerica
  Palo Alto, CA
• 11/2023 → 11/2025
  Ameriprise Financial Services, Llc
  Costa Mesa, CA
• 11/2025 → Present
  Citi
  Palo Alto, CA

Previous Registrations

• 2023-11-03 → 2025-10-27
  Ameriprise Financial Services, Llc
  Costa Mesa, CA
  San Mateo, CA
• 2022-09-21 → 2023-11-03
  Comerica Securities
  Costa Mesa, CA
  Palo Alto, CA
• 2020-01-07 → 2022-08-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palo Alto, CA
  San Francisco, CA
  Charlotte, NC
• 2011-01-03 → 2011-08-04
  Wells Fargo Clearing Services, Llc
  Palo Alto, CA
• 2009-11-02 → 2011-01-03
  Wells Fargo Investments, Llc
  Palo Alto, CA
• 2008-01-22 → 2009-11-03
  Wells Fargo Clearing Services, Llc
  Oakland, CA
  San Francisco, CA
  San Leandro, CA
• 2005-08-24 → 2007-12-21
  Banc Of America Investment Services, Inc.
  San Francisco, CA
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-01-06
• S63 Uniform Securities Agent State Law Examination
  2016-10-06
• S66 Uniform Combined State Law Examination
  2005-04-27

Other Names

• Robert Kade Allendorf
• Robert Allendorf