Eugene Gershman
Investment adviser representative at Citigroup Global Markets Inc.
11 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
11 years in the industry.
- Citigroup Global Markets Inc.Oct 2022 to now
- CitigroupJan 2022 to now
- Northwestern Mutual Wealth Management CompanyMay 2021 to Jan 2022
- Northwestern Mutual Investment Services LLCFeb 2021 to Jan 2022
- Northwestern Mutual Life Insurance CompanyFeb 2021 to Jan 2022
- John RuhlJan 2021 to Feb 2021
- TIAAAug 2015 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
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
- 4797727
- Firm CRD
- 7059