Sandra Lee Healey
Investment adviser representative at Citigroup Global Markets Inc.
10 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
10 years in the industry.
- Citigroup Global Markets Inc.Sep 2025 to now
- Citi Private BankJul 2025 to now
- First Citizens Investor ServicesNov 2023 to Jul 2025
- Svb Investment Services IncJun 2022 to Jul 2025
- Svb Wealth LLCJun 2022 to Jul 2025
- Silicon Valley BankApr 2022 to Mar 2023
- Svb Wealth AdvisoryApr 2022 to Jun 2022
- Morgan StanleyOct 2019 to Apr 2022
- Raymond James & AssociatesJun 2018 to Oct 2019
- Wells Fargo Clearing Services, LLCNov 2016 to Jun 2018
- Wells Fargo Advisors LLCFeb 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2009
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
- 5417202
- Firm CRD
- 7059