Douglas Gonzalez
Investment adviser representative at Citigroup Global Markets Inc.
26 yearsExperience
1 stateRegistered in
$56BFirm assets
62 yearsFirm in business
Are you Douglas Gonzalez? 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
26 years in the industry.
- Citigroup Global Markets Inc.Sep 2022 to now
- CitigroupJul 2022 to now
- Jedj Corp - Minority/black Woman Owned Business. Non InvestmentsJan 2000 to now
- Dws -deutsche Bank Wealth ServicesFeb 2020 to Mar 2021
- Morgan StanleyAug 2011 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (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
- 2127181
- Firm CRD
- 7059