Geetika Mehrotra
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.Jun 2026 to now
- Citi Group Global MarketsJun 2026 to now
- Wells Fargo Clearing Services, LLCNov 2016 to Jun 2026
- Wells Fargo Advisors LLCJul 2011 to Nov 2016
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
- 5240835
- Firm CRD
- 7059