David Tanner Collis
Investment adviser representative at Citigroup Global Markets Inc.
5 yearsExperience
2 statesRegistered in
CFADesignation
$56BFirm assets
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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
5 years in the industry.
- Citigroup Global Markets Inc.Nov 2020 to now
- CitigroupSep 2019 to now
- Anchor ConsultantsJun 2019 to Sep 2019
- P1 Analytics Inc.Nov 2014 to May 2019
- P1 Capital LLCOct 2014 to May 2019
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2006
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 4543395
- Firm CRD
- 7059