Mitchell Corey Smith
Investment adviser representative at Citigroup Global Markets Inc.
15 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
15 years in the industry.
- Citigroup Global Markets Inc.Feb 2022 to now
- CitigroupJan 2022 to now
- Edward JonesSep 2020 to Jan 2022
- Cetera Investment Advisers LLCAug 2019 to Sep 2020
- Cetera Investment Services LLCAug 2019 to Sep 2020
- Investors BankAug 2019 to Sep 2020
- Oppenheimerfunds, IncDec 2011 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 2843604
- Firm CRD
- 7059