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Raul Gonzalez

Investment adviser representative at Citigroup Global Markets Inc.
11 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

11 years in the industry.

  1. Citigroup Global Markets Inc.Aug 2025 to now
  2. CitigroupAug 2025 to now
  3. JPMorgan Chase Bank NADec 2021 to Aug 2025
  4. JPMorgan Securities LLCDec 2021 to Aug 2025
  5. Ofx-us ForexSep 2020 to Nov 2021
  6. UnemployedApr 2020 to Aug 2020
  7. EncorefxAug 2019 to Mar 2020
  8. Florida International UniversityAug 2016 to Jul 2018
  9. Western Union Business SolutionAug 2015 to Jul 2019

Exams passed

  • Series 66 · Uniform Combined State Law2022

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
6479125
Firm CRD
7059
Advisor's SEC record (opens in a new tab)
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