Tuo Sheng Mei
Investment adviser representative at Citigroup Global Markets Inc.
10 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
10 years in the industry.
- Citigroup Global Markets Inc.Aug 2021 to now
- CitigroupSep 2020 to now
- UnemployedNov 2019 to Sep 2020
- United Nations Federal Credit Union AdvisorsMay 2018 to Nov 2019
- Communityamerica Financial Solutions LLCApr 2018 to Nov 2019
- Raymond James Financial Services Advsior, IncJan 2018 to May 2018
- Raymond James Financial Services, IncJan 2018 to May 2018
- TIAA-CREF Individual & Institutional Services, LLCMay 2016 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (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
- 4677835
- Firm CRD
- 7059