John Patrick Coviello
Investment adviser representative at Citigroup Global Markets Inc.
13 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
13 years in the industry.
- Citigroup Global Markets Inc.Dec 2025 to now
- CitigroupAug 2025 to now
- Exoduspoint Capital ManagementJul 2024 to Jun 2025
- UnemployedJan 2024 to Jul 2024
- Bluecrest Capital ManagementMar 2023 to Jan 2024
- UnemployedSep 2022 to Mar 2023
- Bessemer TrustOct 2018 to Sep 2022
- Pointstate Capital ManagementNov 2017 to Oct 2018
- Moore Capital ManagementSep 2013 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2025
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
- 4898679
- Firm CRD
- 7059