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Edward Pejanovic

Investment adviser representative at Citigroup Global Markets Inc.
10 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

10 years in the industry.

  1. Citigroup Global Markets Inc.Mar 2022 to now
  2. CitigroupFeb 2022 to now
  3. J.P. Morgan Securities LLCMay 2019 to Jan 2022
  4. JPMorgan Chase Bank, N.A.May 2019 to Jan 2022
  5. Nylife Securities LLCJan 2019 to May 2019
  6. New York Life Insurance Co.Dec 2018 to Apr 2019
  7. UnemployedApr 2018 to Nov 2018
  8. Webster BankJun 2016 to Mar 2018

Exams passed

  • Series 66 · Uniform Combined State Law2019

State registrations

Registered as an investment adviser representative in 1 state (CT).

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
2921902
Firm CRD
7059
Advisor's SEC record (opens in a new tab)
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