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Stephen Robert Blatney

Citigroup Global Markets Inc.

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About Stephen Robert Blatney

Stephen Blatney is a financial advisor with Citigroup Global Markets Inc. who has been in the industry since July 2003. Stephen is registered in 52 states. Stephen is also a Series 7, 24, 55, 62, 63, and 79 licensed professional. Stephen is a financial advisor with a strong background in investment banking, equity trading and portfolio management for businesses and individuals. Prior to joining Citigroup Global Markets Inc., Stephen was a registered representative at NPM Securities, LLC, Galileo Global Securities, LLC, and Pickwick Capital Partners, LLC.

Firm Information

Stephen Blatney is currently registered with Citigroup Global Markets Inc.. Citigroup Global Markets Inc. is a corporation formed in October 1998, headquartered in New York, NY. The firm provides a wide range of investment advisory services including financial planning, asset allocation advice, pension consulting, publication of periodicals, selection of other advisors, and portfolio management for individuals, businesses, and other clients. With over 10,000 employees, including licensed agents, investment advisor representatives, and registered representatives, Citigroup Global Markets Inc. manages over $40 billion in assets for clients across various client types, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm is registered with the SEC and in all 50 states.
Citigroup Global Markets Inc.

388 GREENWICH STREET

NEW YORK, NY 10013

$40.52B

Assets Under Management

11,754

Total Clients

3,637

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation advice

Asset allocation advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stephen Blatney’s Registration & Firm History

NY

07/24/2024 - Present

Citigroup Global Markets Inc. (NEW YORK NY)

NY

10/25/2022 - 07/23/2024

NPM SECURITIES, LLC (NEW YORK NY)

NY

07/02/2019 - 10/28/2022

GALILEO GLOBAL SECURITIES, LLC (NEW YORK NY)

NY

01/04/2019 - 07/02/2019

PICKWICK CAPITAL PARTNERS, LLC (WHITE PLAINS NY)

NY

07/15/2013 - 12/08/2016

KGS-ALPHA CAPITAL MARKETS, L.P. (NEW YORK NY)

NY

07/02/2012 - 07/15/2013

KNIGHT CAPITAL AMERICAS LLC (NEW YORK NY)

NY

01/19/2012 - 07/02/2012

KNIGHT CAPITAL AMERICAS, L.P. (NEW YORK NY)

NY

07/10/2010 - 01/05/2011

STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)

NY

08/30/2006 - 07/20/2010

THOMAS WEISEL PARTNERS LLC (NEW YORK NY)

NY

01/05/2005 - 08/29/2006

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NY

04/25/2003 - 06/26/2003

NYFIX MILLENNIUM, L.L.C. (NEW YORK NY)

NY

01/02/2001 - 12/16/2002

ISLAND EXECUTION SERVICES, LLC (NEW YORK NY)

NJ

08/15/2000 - 12/16/2002

THE ISLAND ECN (JERSEY CITY NJ)

NY

06/25/1997 - 07/06/1999

BLOOMBERG TRADEBOOK LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/05/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/26/2001

Series 24 - General Securities Principal Examination

BC

Issued 12/08/2016

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/2013

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 03/27/2008

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 05/13/2002

Series 7 - General Securities Representative Examination

BC

Issued 06/23/1997

Series 62 - Corporate Securities Limited Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Stephen Robert Blatney.
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