Roger Ventura
Investment adviser representative at Citigroup Global Markets Inc.
9 yearsExperience
1 stateRegistered in
$56BFirm assets
62 yearsFirm in business
Are you Roger Ventura? 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
9 years in the industry.
- Citigroup Global Markets Inc.May 2025 to now
- CitigroupApr 2025 to now
- Northwestern Mutual Investment Services LLCJan 2025 to Apr 2025
- Northwestern Mutual Life Insurance CompanyNov 2024 to Apr 2025
- UnemployedJul 2024 to Nov 2024
- CitibankJan 2016 to Jul 2024
Exams passed
- Series 66 · Uniform Combined State Law2014
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
- 3276925
- Firm CRD
- 7059