Paul Sing-shun Sung
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.
- Citigroup Global Markets Inc.Aug 2025 to now
- CitigroupAug 2025 to now
- Wells Fargo Bank, NASep 2023 to Jan 2025
- Wells Fargo Clearing Services, LLCSep 2023 to Jan 2025
- Bank of America, N.A.Dec 2022 to Sep 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2022 to Sep 2023
- El-shopoOct 2016 to Dec 2017
- JP Morgan Securities LLCJul 2015 to Sep 2022
- JPMorgan Chase BankJun 2015 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2018
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
- 6525047
- Firm CRD
- 7059