Daniel Sinan Aytekin
Investment adviser representative at Citigroup Global Markets Inc.
14 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
14 years in the industry.
- Citigroup Global Markets Inc.Jun 2022 to now
- CitigroupJan 2022 to now
- Wells Fargo Bank, NAApr 2021 to Dec 2021
- Wells Fargo Clearing Services, LLCApr 2021 to Dec 2021
- J.P. Morgan Securities, LLCJul 2019 to Apr 2021
- JPMorgan Chase Bank, N.A.Jul 2019 to Apr 2021
- Wells Fargo Clearing Services, LLCJan 2018 to Jun 2019
- Wells Fargo Bank, NAAug 2016 to Jun 2019
- Rtr Bakery dba Pandor Boulangerie & CafeDec 2012 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6908411
- Firm CRD
- 7059