Robert Wrage
Investment adviser representative at Citigroup Global Markets Inc.
9 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
9 years in the industry.
- Citigroup Global Markets Inc.Apr 2022 to now
- CitigroupMar 2022 to now
- Morgan Stanley Private Bank, N.AFeb 2022 to Mar 2022
- Morgan Stanley Smith Barney LLCNov 2021 to Mar 2022
- CitibankFeb 2013 to Nov 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 6566871
- Firm CRD
- 7059