James Walter Quaider
Investment adviser representative at Citigroup Global Markets Inc.
11 yearsExperience
1 stateRegistered in
$56BFirm assets
62 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Citigroup Global Markets Inc.Feb 2022 to now
- CitigroupJan 2022 to now
- Bbva Insurance Agency IncSep 2020 to Dec 2021
- Bbva Securities IncSep 2020 to Dec 2021
- Bbva USASep 2020 to Dec 2021
- Bbva Wealth Solutions Inc.Sep 2020 to Dec 2021
- UnemployedJun 2020 to Sep 2020
- USAA Investment Services CompanyJan 2018 to Jun 2020
- USAA Financial Advisors, Inc.Feb 2015 to Jun 2020
- USAA Financial Planning ServicesFeb 2015 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1997
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (TX).
Citigroup Global Markets Inc.
$56BAssets managed
59,829Clients
2,405Advisers
62 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2254565
- Firm CRD
- 7059