Mark Ian Shpizner
Investment adviser representative at Citigroup Global Markets Inc.
12 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
12 years in the industry.
- Citigroup Global Markets Inc.Jul 2026 to now
- Citigroup Global Markets Inc. (crd #7059)Mar 2026 to now
- Northern Trust Securities, Inc.Dec 2025 to Mar 2026
- Northern Trust BankNov 2025 to Mar 2026
- Centerbridge Partners, L.P.Sep 2023 to Nov 2025
- BlackrockOct 2014 to Sep 2023
- Blackrock Investments, LLCOct 2014 to Sep 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
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
- 5470050
- Firm CRD
- 7059