La Puente, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$41,499,025,686
ClientsTotal clients
58,096
AdvisorsAdvisors at this office
2
Of 2,414 advisors across 526 offices
Location
La Puente CA
Advisors at this office
2
Advisors at this office
Chun Mo N
Series 66
La Puente, CA
Citigroup Global Markets
Chun Mo Ng is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. He has worked at Citibank since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and integrates both discretionary and non-discretionary investment approaches.
Enrique U
Series 66
La Puente, CA
Citigroup Global Markets
Enrique Ulloa is a financial advisor with Citigroup Global Markets who holds a Series 66 designation and has 26 years of industry experience. He has worked at CitiGroup Global Markets since 2020 and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm uses multi-asset, multi-manager strategies with internal oversight and provides customized solutions for high-net-worth relationships.
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