Wyan Wade Yarbrough
Investment adviser representative at Citigroup Global Markets Inc.
10 yearsExperience
1 stateRegistered in
CFADesignation
$56BFirm assets
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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 2026 to now
- Georgia Retirement SystemMay 2024 to Jun 2026
- Next Round Capital PartnersMay 2023 to May 2024
- Personal - UnemployedAug 2022 to May 2023
- BlackrockAug 2017 to Aug 2022
- Artisan PartnersJul 2017 to Aug 2017
- University of Chicago Booth School of BusinessAug 2016 to Jun 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2011
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 5893577
- Firm CRD
- 7059