Anjana Sengupta
Investment adviser representative at Citigroup Global Markets Inc.
13 yearsExperience
2 statesRegistered in
$56BFirm assets
62 yearsFirm in business
Are you Anjana Sengupta? 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
13 years in the industry.
- Citigroup Global Markets Inc.May 2018 to now
- CitigroupMay 2018 to now
- United Way of Hunterdon CountyOct 2014 to now
- Prelude To A Cure Inc(not for Profit)Oct 2013 to now
- Pruco Securities, LLCAug 2015 to Apr 2018
- The Prudential Insurance Company of AmericaAug 2015 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 5711602
- Firm CRD
- 7059