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Gabriela T Mercado candia

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.

  1. Citigroup Global Markets Inc.May 2022 to now
  2. CitibankMar 2022 to now
  3. JPMorgan Chase Bank NAFeb 2019 to Feb 2022
  4. JPMorgan Securities LLCFeb 2019 to Feb 2022
  5. JP MorganNov 2017 to Feb 2019
  6. UnemployedJul 2017 to Oct 2017
  7. Robert HalfNov 2016 to Jul 2017
  8. Boston Financial Investment ManagementSep 2016 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2019
  • Series 66 · Uniform Combined State Law2022

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
6343425
Firm CRD
7059
Advisor's SEC record (opens in a new tab)
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