Dmitri Victor Efimov
Investment adviser representative at Citigroup Global Markets Inc.
10 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
10 years in the industry.
- Citigroup Global Markets Inc.Nov 2022 to now
- CitigroupOct 2022 to now
- Consultiva Wealth Management Corp.Jul 2022 to Oct 2022
- Xtellus Capital Partners, Inc.Jun 2021 to Oct 2022
- Ucap Asset ManagementMar 2019 to Nov 2020
- Ucap Securities LLCMay 2017 to Feb 2020
- Straits Financial LLCApr 2015 to Oct 2022
- Jefferies & Company, Inc.Oct 2012 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 2415376
- Firm CRD
- 7059