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Michael Ziegler

Investment adviser representative at Citigroup Global Markets Inc.
6 yearsExperience
2 statesRegistered 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

6 years in the industry.

  1. Citigroup Global Markets Inc.May 2021 to now
  2. CitigroupApr 2021 to now
  3. Cetera Adviser Networks LLCFeb 2021 to Apr 2021
  4. Cetera Advisors LLCFeb 2021 to Apr 2021
  5. Cetera Financial Specialists LLCFeb 2021 to Apr 2021
  6. Cetera Investment Services LLCFeb 2021 to Apr 2021
  7. First Allied Securities IncFeb 2021 to Apr 2021
  8. Raymond James & Associates, IncNov 2019 to Feb 2021
  9. Raymond James Financial Services Advisors, IncNov 2019 to Feb 2021
  10. Raymond James Financial Services, IncNov 2019 to Feb 2021
  11. UnemployedJul 2019 to Oct 2019
  12. Transamerica Investors Securities CorporationMay 2018 to Jun 2019
  13. Transamerica Retirement SolutionsMay 2018 to Jun 2019
  14. UnemployedOct 2017 to Apr 2018
  15. Fidelity Brokerage Services LLCMay 2015 to Sep 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2015
  • Series 66 · Uniform Combined State Law2016

State registrations

Registered as an investment adviser representative in 2 states (FL, 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
6495260
Firm CRD
7059
Advisor's SEC record (opens in a new tab)
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