Albert Won Kim
Investment adviser representative at Citigroup Global Markets Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$56BFirm assets
Are you Albert Won Kim? 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
12 years in the industry.
- Citigroup Global Markets Inc.May 2022 to now
- CitigroupMay 2022 to now
- Northern Trust BankAug 2017 to May 2022
- Northern Trust Securities, Inc.Aug 2017 to May 2022
- Ameriprise Financial Services, Inc.Jan 2014 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 5346697
- Firm CRD
- 7059