Sean Kerry Bevan
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.Mar 2026 to now
- CitigroupFeb 2026 to now
- Wells Fargo Clearing ServiceMay 2022 to Feb 2026
- Wells Fargo BankApr 2021 to Feb 2026
- Comerica BankJan 2020 to Apr 2021
- Wells Fargo Clearing Services, LLCNov 2016 to Jan 2020
- Wells Fargo BankMay 2016 to Jan 2020
- Wells Fargo AdvisorsMay 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2016
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
- 6173790
- Firm CRD
- 7059