Walter Brown
Investment adviser representative at Citigroup Global Markets Inc.
11 yearsExperience
2 statesRegistered in
CFADesignation
$56BFirm assets
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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.Sep 2023 to now
- CitigroupAug 2023 to now
- Alera Investment Advisors, LLCJan 2018 to Aug 2023
- Triad Advisors, Inc.Jan 2018 to Aug 2023
- Minnesota Life Ins Co.Dec 2015 to Dec 2017
- Securian Financial Services, Inc.Dec 2015 to Dec 2017
- Gcg Financial, LLCNov 2015 to Aug 2023
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 6582140
- Firm CRD
- 7059