Katarina Milojevic
Investment adviser representative at Citigroup Global Markets Inc.
11 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
11 years in the industry.
- Citigroup Global Markets Inc.May 2021 to now
- CitigroupFeb 2021 to now
- Raymond James & AssociatesFeb 2018 to Jan 2021
- Raymond James Financial Services, Inc.Feb 2018 to Jan 2021
- Knowbe4Aug 2017 to Feb 2018
- Franklin Templeton Distributors, Inc.Nov 2016 to Aug 2017
- Franklin Templeton InvestmentsMay 2016 to Nov 2016
- St. Pete Volleyball ClubDec 2015 to Mar 2020
- University of TampaMay 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6651836
- Firm CRD
- 7059