Andrew Chan
Investment adviser representative at Citigroup Global Markets Inc.
15 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
15 years in the industry.
- Citigroup Global Markets Inc.Feb 2024 to now
- CitigroupJan 2024 to now
- JP Morgan Chase Bank N.A.Jan 2018 to Dec 2023
- JP Morgan Securities, LLCJan 2018 to Dec 2023
- Bank of America, N.A.Dec 2011 to Jan 2018
- Merrill Lynch Pierce Fenner & Smith IncorporatedSep 2011 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2008
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
- 4984181
- Firm CRD
- 7059