James Giordano
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.Sep 2022 to now
- CitigroupAug 2022 to now
- UberJul 2019 to now
- JPMorgan Securities LLCNov 2020 to Jun 2022
- Prudential Annuities Distributors, IncOct 2017 to Nov 2020
- Prudential Insurance Company of AmericaOct 2017 to Nov 2020
- Nylife Securities LLCDec 2016 to Nov 2017
- New York Life Insurance CompanyNov 2016 to Nov 2017
- Summit Equities, Inc.Jan 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6276312
- Firm CRD
- 7059