Kenneth Han Park
Investment adviser representative at Citigroup Global Markets Inc.
18 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
18 years in the industry.
- Citigroup Global Markets Inc.Sep 2024 to now
- CitibankJul 2024 to now
- Mufg Union BankJul 2020 to Jul 2024
- Unionbanc Investment ServicesJul 2020 to Jul 2024
- UnemployedApr 2020 to Jul 2020
- Wells Fargo Clearing Services, LLCNov 2016 to Apr 2020
- Wells Fargo Advisors LLCJan 2011 to Nov 2016
- Wells Fargo Bank, N.A.May 2008 to Apr 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2024
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
- 2826777
- Firm CRD
- 7059