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Waiyee Hijuelos

Investment adviser representative at Citigroup Global Markets Inc.
17 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

17 years in the industry.

  1. Citigroup Global Markets Inc.Dec 2019 to now
  2. UnemployedMay 2019 to Dec 2019
  3. Citigroup Global Markets Inc.Jun 2018 to May 2019
  4. UnemployedMar 2017 to Jun 2018
  5. Scottrade, Inc.Sep 2009 to Mar 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 65 · Uniform Investment Adviser Law2020

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
3217441
Firm CRD
7059
Advisor's SEC record (opens in a new tab)
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