Derrick Chao
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.Dec 2024 to now
- CitigroupNov 2024 to now
- JP Morgan Chase Bank, N.A.Oct 2023 to Nov 2024
- J.P. Morgan Securities LLCSep 2023 to Nov 2024
- First Republic Securities Company, LLCApr 2022 to Sep 2023
- First Republic BankSep 2021 to Jul 2023
- Citibank N.A.Aug 2016 to Sep 2021
- Citigroup Global Markets IncAug 2016 to Sep 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2018
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
- 6022878
- Firm CRD
- 7059