Vishal Wadhwa
Investment adviser representative at Citigroup Global Markets Inc.
13 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
13 years in the industry.
- Citigroup Global Markets Inc.Nov 2025 to now
- CitigroupOct 2025 to now
- First Citizens BankJan 2025 to Oct 2025
- First Citizens Investor ServicesDec 2023 to Oct 2025
- Svb Wealth LLCApr 2022 to Oct 2025
- Svb Investment Services IncApr 2022 to Dec 2023
- Boston Private Wealth LLCNov 2021 to Apr 2022
- Wells Fargo Clearing ServicesJul 2021 to Oct 2021
- Wells Fargo BankAug 2017 to Oct 2021
- Bank of America, N.A.Aug 2012 to Aug 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2012 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2022
- Series 65 · Uniform Investment Adviser Law2022
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
- 2919820
- Firm CRD
- 7059