Danielle Nichole Nantz
Investment adviser representative at Citigroup Global Markets Inc.
10 yearsExperience
1 stateRegistered in
$56BFirm assets
62 yearsFirm in business
Are you Danielle Nichole Nantz? 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
10 years in the industry.
- Citigroup Global Markets Inc.Aug 2026 to now
- Citigoup Global Markets Inc.Jul 2026 to now
- UnemployedJul 2026 to Jul 2026
- Ally Invest Securities LLCAug 2024 to Jul 2026
- UnemployedMar 2024 to Aug 2024
- Morgan StanleyNov 2022 to Mar 2024
- E*trade Securities LLCOct 2021 to Sep 2023
- Amazon.comJun 2021 to Oct 2021
- Concierge Care of FloridaDec 2020 to Oct 2021
- Valor Intelligent ProcessingJul 2020 to Nov 2020
- UnemployedFeb 2020 to Jul 2020
- Duval County Public SchoolsNov 2019 to Feb 2020
- United Parcel ServiceOct 2019 to Nov 2019
- UnemployedJun 2019 to Oct 2019
- Selectquote Insurance ServicesJun 2018 to Jun 2019
- Larson Financial GroupMay 2017 to Apr 2018
- Kelly Services USA, LLCFeb 2017 to May 2017
- UnemployedJan 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2026
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
- 5226153
- Firm CRD
- 7059