Anthony St stephen Richardson
Investment adviser representative at Citigroup Global Markets Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$56BFirm assets
Are you Anthony St stephen Richardson? Claim your profile
Contact this firm
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.Sep 2025 to now
- CitigroupSep 2025 to now
- City National BankDec 2017 to Sep 2025
- Fidelity Brokerage Services LLCApr 2015 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
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
- 5080943
- Firm CRD
- 7059