Erin Donofrio
Investment adviser representative at Citigroup Global Markets Inc.
7 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
7 years in the industry.
- Citigroup Global Markets Inc.Apr 2022 to now
- CitigroupMar 2022 to now
- Bank of America, N.A.Nov 2019 to Mar 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2019 to Mar 2022
- Lexx HealthcareAug 2019 to Nov 2019
- Weatherby HealthcareJun 2017 to Jul 2019
- Florida Brokers RealtyJul 2015 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2021
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
- 6285974
- Firm CRD
- 7059