Imran Faruqui
Investment adviser representative at Citigroup Global Markets Inc.
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$56BFirm assets
Are you Imran Faruqui? Claim your profile
Contact this firm
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
15 years in the industry.
- Citigroup Global Markets Inc.Oct 2025 to now
- CitigroupOct 2025 to now
- JPMorgan Chase BankDec 2021 to Oct 2025
- JPMorgan Securities LLCDec 2021 to Oct 2025
- Wells Fargo Clearing Services LLC.Feb 2015 to Dec 2021
- Wells Fargo BankMay 2011 to Dec 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6431967
- Firm CRD
- 7059