Xiaojie Chen
Investment adviser representative at Citigroup Global Markets Inc.
10 yearsExperience
2 statesRegistered 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.Feb 2022 to now
- Citi GroupFeb 2022 to now
- Charles Schwab & Co., IncDec 2019 to Jan 2022
- Charles Schwab BankDec 2019 to Jan 2022
- Citi Ipb U.S.Feb 2019 to Nov 2019
- Sterling Bank &trustOct 2016 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 2 states (CA, NV).
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
- 6203635
- Firm CRD
- 7059