Kamran Mubashar
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.Jul 2026 to now
- Wells Fargo Clearing Services, LLCApr 2026 to Jul 2026
- J.P. Morgan Securities LLCAug 2024 to Apr 2026
- JPMorgan Chase Bank, N.A.Aug 2024 to Apr 2026
- UnemployedJul 2024 to Jul 2024
- Wells Fargo Clearing Services LLCJul 2019 to Jun 2024
- UnemployedDec 2018 to Jul 2019
- Johnson & JohnsonApr 2018 to Dec 2018
- Wells FargoAug 2014 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2025
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
- 5885533
- Firm CRD
- 7059