Steven Anthony Dodge
Investment adviser representative at Citigroup Global Markets Inc.
13 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
13 years in the industry.
- Citigroup Global Markets Inc.Sep 2023 to now
- CitigroupSep 2023 to now
- PNC Investments LLCSep 2022 to Sep 2023
- Nylife Securities LLCJun 2022 to Aug 2022
- New York Life Insurance CompanyMay 2022 to Aug 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2013 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6165177
- Firm CRD
- 7059