Kevin H Fung
Investment adviser representative at Citigroup Global Markets Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$56BFirm assets
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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
13 years in the industry.
- Citigroup Global Markets Inc.May 2025 to now
- CitigroupMay 2025 to now
- Wells Fargo Clearing Services, LLCSep 2021 to Sep 2021
- HSBC Bank USA, N.A.Aug 2016 to May 2025
- HSBC Securities (USA) Inc.Apr 2013 to May 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4738481
- Firm CRD
- 7059