Pierre Bitar
Investment adviser representative at Citigroup Global Markets Inc.
12 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
12 years in the industry.
- Citigroup Global Markets Inc.Jun 2021 to now
- CitigroupMay 2021 to now
- HSBC Bank USA, N.A.Jul 2019 to May 2021
- HSBC Securities (USA) Inc.Jul 2019 to May 2021
- Wells Fargo Clearing Services, LLCNov 2016 to Jul 2019
- Wells Fargo Advisors, LLCSep 2015 to Nov 2016
- Wells Fargo Bank, NASep 2014 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 6552172
- Firm CRD
- 7059