Joseph Carrano
Investment adviser representative at Citigroup Global Markets Inc.
12 yearsExperience
1 stateRegistered in
ChFC®Designation
$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
12 years in the industry.
- Citigroup Global Markets Inc.Jul 2026 to now
- Farmers Financial Solutions, LLCJun 2025 to Jul 2026
- Farmers InsuranceJun 2025 to Jul 2026
- Mt. Diablo Unified School DistrictJan 2025 to Jun 2025
- Carrington CollegeNov 2022 to Jul 2024
- Carrano Insurance Services, LLCNov 2014 to Jul 2026
- Carrano Financial Services, Inc.Nov 2014 to Apr 2017
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law1997
- Series 65 · Uniform Investment Adviser Law2016
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent 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
- 2850930
- Firm CRD
- 7059