Irving, TX Las Colinas Blvd Office

Team
Updated today

Client AUM

$41,499,025,686

Clients

58,096

Advisors

5

Of 2,414 advisors across 526 offices

Location

6400 Las Colinas Blvd

Irving TX 75039

Advisors at this office

5

Advisors at this office

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James Q

Series 63, Series 65, Series 66

Irving, TX

Citigroup Global Markets

James Quaider is a financial advisor at Citigroup Global Markets with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His previous roles include positions at BBVA Wealth Solutions, USAA Investment Services Company, and USAA Financial Advisors. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Farheen A

Series 66

Irving, TX

Citigroup Global Markets

Farheen Ahmed is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. She has held roles at Goldman Sachs Ayco, TD Ameritrade, and various other positions before joining Citigroup in 2023. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad array of investment advisory programs and clearing and custody services. The firm utilizes a multi-asset, multi-manager approach with both discretionary and non-discretionary programs and operates with significant institutional scale and specialized market roles.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Kyle B

Series 63, Series 65

Irving, TX

Citigroup Global Markets

Kyle Burgoyne is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior work includes roles at J.P. Morgan Securities, Fisher Investments, Capital One Investing, and Scottrade, as well as operating a general store. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, providing a broad range of advisory, execution, and custody services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Kelly K

Series 66

Irving, TX

Citigroup Global Markets

Kelly Knight is a financial advisor at Citigroup Global Markets with 20 years of industry experience and holds a Series 66 designation. Prior to joining Citigroup in 2022, Knight worked at First Command Financial Services, Inc, Wells Fargo Clearing, and Wells Fargo Advisors LLC. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, providing a broad range of advisory programs and execution services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Nnamaka N

Series 63, Series 66

Irving, TX

Citigroup Global Markets

Nnamaka Nwanegbo is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Avantax Investment Services, TD Ameritrade, and the Dallas County Sheriffs' Department. Outside of her advisory role, she serves as a site manager for Carrington Homes SP, overseeing rent collection and mortgage payments. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale operations with unique market roles, including swap dealing and futures commission merchant activities.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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