Daniel John Larson
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.May 2025 to now
- CitigroupMar 2025 to now
- UnemployedMay 2024 to Feb 2025
- Rts FinancialNov 2023 to Apr 2024
- BMO Harris BankApr 2022 to Oct 2023
- LPL Financial LLCApr 2022 to Oct 2023
- JPMorgan Chase BankNov 2014 to Mar 2022
- JPMorgan Securities LLCNov 2014 to Mar 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 5793043
- Firm CRD
- 7059