Usha Lettman
Investment adviser representative at Citigroup Global Markets Inc.
15 yearsExperience
1 stateRegistered in
$56BFirm assets
62 yearsFirm in business
Are you Usha Lettman? 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
15 years in the industry.
- Citigroup Global Markets Inc.Aug 2022 to now
- CitigroupJul 2022 to now
- Bank of America, N.A.Aug 2019 to Jul 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2017 to Aug 2019
- Fifth Third SecuritiesMar 2011 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 4416046
- Firm CRD
- 7059