Ray Anthony Joseph
Investment adviser representative at Citigroup Global Markets Inc.
13 yearsExperience
1 stateRegistered in
$56BFirm assets
62 yearsFirm in business
Are you Ray Anthony Joseph? 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
13 years in the industry.
- Citigroup Global Markets Inc.Apr 2026 to now
- CitigroupJun 2025 to now
- Axxes CapitalJan 2023 to Jun 2025
- UnemployedJun 2022 to Jan 2023
- City of Los Angeles Fire and Police PensionsJun 2021 to Jun 2022
- Foreside Fund Services, LLCJan 2018 to Jun 2021
- Wilshire Associates IncorporatedOct 2017 to Jun 2021
- Barclays CapitalMay 2013 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2025
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
- 2564978
- Firm CRD
- 7059