Aaron Loor
Investment adviser representative at Citigroup Global Markets Inc.
19 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
19 years in the industry.
- Citigroup Global Markets Inc.Nov 2023 to now
- United States Army ReservesMar 2007 to now
- J.P. Morgan Securities LLCJan 2022 to Oct 2023
- JPMorgan Chase Bank, N.A.Jan 2022 to Oct 2023
- Bank of America - Merrill LynchSep 2020 to Jul 2021
- Jose Loor Dpm PcFeb 2020 to Mar 2020
- United States Department of StateDec 2015 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2006
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 4749741
- Firm CRD
- 7059