Chad Stanley Thomas
Investment adviser representative at Citigroup Global Markets Inc.
26 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
26 years in the industry.
- Citigroup Global Markets Inc.Oct 2017 to now
- Citi Private Advsiory LLCOct 2017 to now
- J.P. Morgan Chase & Co.Jan 2002 to Oct 2017
- J.P. Morgan Securities, Inc.Feb 2000 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2017
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
- 2255735
- Firm CRD
- 7059