Steffen Watkins
Investment adviser representative at Citigroup Global Markets Inc.
12 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
12 years in the industry.
- Citigroup Global Markets Inc.Aug 2022 to now
- CitigroupJul 2022 to now
- Raymond James & Associate, Inc.Jan 2020 to Jul 2022
- Raymond James Financial Services Advisors Inc.Nov 2019 to Jul 2022
- Raymond James Financial Services, Inc.Nov 2018 to Jul 2022
- Raymond James & Associates, Inc.Jan 2018 to Nov 2018
- UnemployedOct 2017 to Jan 2018
- Watchdog Capital, LLCFeb 2017 to Oct 2017
- Harbor Light Securities, LLCSep 2014 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2019
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
- 6400432
- Firm CRD
- 7059