Alexander Daniel Tantleff
Investment adviser representative at Citigroup Global Markets Inc.
11 yearsExperience
1 stateRegistered in
$56BFirm assets
62 yearsFirm in business
Are you Alexander Daniel Tantleff? Claim your profile
Contact this firm
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.Oct 2024 to now
- CitibankJun 2020 to now
- AXA Advisors, LLCMar 2019 to Jun 2020
- J.P. Morgan Securities LLCFeb 2015 to Mar 2019
- JP MorganFeb 2015 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 4254064
- Firm CRD
- 7059