Kyle A. Burgoyne
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.Jul 2023 to now
- CitigroupJun 2023 to now
- Clubcorp - Stonebridge Ranch Country ClubJul 2022 to Oct 2022
- J.P. Morgan Securities LLCJan 2021 to Jun 2023
- Fisher InvestmentsApr 2020 to Dec 2020
- Kyles General StoreNov 2018 to Feb 2019
- JP Morgan Securities, LLCJul 2018 to Apr 2020
- Capital One InvestingOct 2016 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2020
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
- 6097090
- Firm CRD
- 7059