Daniel T. Devonald
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.Jun 2022 to now
- CitigroupApr 2022 to now
- Rocket MortageApr 2021 to Mar 2022
- J.P. Morgan Securities LLCJan 2019 to Mar 2021
- JP Morgan Chase Bank, N.A.Jan 2019 to Mar 2021
- Dtd FinancialMar 2018 to Dec 2018
- Scottrade Investment ManagementNov 2016 to Mar 2018
- Scottrade, Inc./ TD Ameritrade Services Co.Nov 2016 to Mar 2018
- Cuso Financial Services, LPJul 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2011
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
- 5766651
- Firm CRD
- 7059