Robert Mourad
Investment adviser representative at Citigroup Global Markets Inc.
31 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$56BFirm assets
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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
31 years in the industry.
- Citigroup Global Markets Inc.Mar 2026 to now
- Citigroup Global Markets Inc. (crd # 7059)Mar 2026 to now
- GalliottFeb 2022 to Feb 2026
- Insigneo SecuritiesFeb 2022 to Jul 2022
- UBS Financial Services Inc.Aug 1995 to Feb 2022
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1997
- Series 63 · Uniform Securities Agent State Law2026
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
- 2632703
- Firm CRD
- 7059