Melita Collvins Rohm
Investment adviser representative at Citigroup Global Markets Inc.
26 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
26 years in the industry.
- Citigroup Global Markets Inc.May 2023 to now
- CitigroupJul 2021 to now
- JcrewOct 2020 to Jul 2021
- HebApr 2020 to Sep 2020
- Vip KidDec 2018 to Dec 2021
- Self-employedJul 2000 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 3090093
- Firm CRD
- 7059