Neelika Batta
Investment adviser representative at Citigroup Global Markets Inc.
11 yearsExperience
1 stateRegistered in
$56BFirm assets
62 yearsFirm in business
Are you Neelika Batta? 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
11 years in the industry.
- Citigroup Global Markets Inc.Jun 2025 to now
- CitigroupJan 2025 to now
- Wells Fargo Bank, NAMay 2024 to Jan 2025
- Wells Fargo Clearing Services, LLCMay 2024 to Jan 2025
- First Republic Part of JP Morgan ChaseJan 2024 to May 2024
- UnemploymentApr 2023 to Dec 2023
- JP Morgan Securities LLCJun 2015 to Jan 2021
- JP Morgan Chase BankApr 2015 to Mar 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
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
- 6526789
- Firm CRD
- 7059