Raymond James
Investment adviser representative at Citigroup Global Markets Inc.
14 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
14 years in the industry.
- Citigroup Global Markets Inc.Oct 2023 to now
- CitiAug 2023 to now
- UnemployedApr 2023 to Aug 2023
- Charles Schwab & Co., Inc.Jul 2021 to Apr 2023
- Schwab Private Client Investment Advisory, Inc.Jul 2021 to Apr 2023
- Bank of America Corporation/merrill LynchJul 2020 to Jul 2021
- UnemployedJan 2020 to Jun 2020
- University of HoustonAug 2017 to May 2019
- JPMorgan ChaseApr 2015 to Dec 2019
- United States Marine CorpsMar 2009 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (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
- 6632788
- Firm CRD
- 7059