Brandon Scott Fisk
Investment adviser representative at Citigroup Global Markets Inc.
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- Citigroup Global Markets Inc.Aug 2026 to now
- Citi Private Alternatives, LLCAug 2026 to now
- Transamerica Capital, LLCJun 2025 to Aug 2026
- Wells Fargo Advisors Financial Network, LLCNov 2022 to Jun 2025
- Brighthouse Securities, LLCMar 2017 to Nov 2022
- Metlife Investors Distribution CompanyMay 2012 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 2918209
- Firm CRD
- 7059