Skip to content

Elizabeth Hernandez

Investment adviser representative at Citigroup Global Markets Inc.
14 yearsExperience
1 stateRegistered in
$56BFirm assets
62 yearsFirm in business

Are you Elizabeth Hernandez? Claim your profile

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

14 years in the industry.

  1. Citigroup Global Markets Inc.Jun 2025 to now
  2. CitigroupJun 2025 to now
  3. Life SpanJul 2020 to now
  4. Qvc, Inc.Oct 2019 to Dec 2019
  5. JP Morgan Securities LLCAug 2018 to Jun 2025
  6. Nielsen CoJan 2016 to Mar 2018
  7. Paparazzi AccessoriesJan 2015 to Aug 2019
  8. JPMorgan Securities LLCOct 2012 to Aug 2018

Exams passed

  • Series 66 · Uniform Combined State Law2018

State registrations

Registered as an investment adviser representative in 1 state (TX).

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
5867790
Firm CRD
7059
Advisor's SEC record (opens in a new tab)
CallContact this firm