Kristin Meredith Alexander
Investment adviser representative at Citigroup Global Markets Inc.
16 yearsExperience
1 stateRegistered in
$56BFirm assets
62 yearsFirm in business
Are you Kristin Meredith Alexander? Claim your profile
Contact this firm
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
16 years in the industry.
- Citigroup Global Markets Inc.Apr 2023 to now
- CitigroupMar 2023 to now
- HomemakerDec 2022 to Mar 2023
- Ifp SecuritiesJan 2022 to Dec 2022
- Independent Financial PartnersJan 2022 to Dec 2022
- Principal Securities IncJan 2017 to Jan 2022
- Principal Life InsuranceDec 2016 to Jan 2022
- Levin Financial GroupJan 2010 to Dec 2016
- Massmutual Life Insurance CompanyJan 2010 to Dec 2016
- MML Investor ServicesJan 2010 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 3116676
- Firm CRD
- 7059