Jacqueline Fiata
Investment adviser representative at Citigroup Global Markets Inc.
11 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
11 years in the industry.
- Citigroup Global Markets Inc.Jul 2023 to now
- CitigroupJul 2023 to now
- Wells Fargo Bank, NAOct 2020 to Jun 2023
- Wells Fargo Clearing Services, LLCOct 2020 to Jun 2023
- Guardian Life InsuranceSep 2020 to Sep 2020
- Park Avenue SecuritiesSep 2020 to Sep 2020
- Park Avenue Securities, LLCSep 2019 to Aug 2020
- Guardian Life Insurance Co of AmericaAug 2019 to Aug 2020
- Bank of America, N.A.May 2016 to Sep 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2015 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2016
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
- 5665881
- Firm CRD
- 7059