Kevin Rosenthal
Investment adviser representative at Citigroup Global Markets Inc.
12 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
12 years in the industry.
- Citigroup Global Markets Inc.Jul 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2024 to Jul 2025
- UnemployedAug 2024 to Oct 2024
- StifelOct 2022 to Jul 2024
- StifelOct 2020 to Sep 2022
- Edward JonesDec 2018 to Jul 2020
- UnemployedMay 2018 to Nov 2018
- University of MissouriAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 6652416
- Firm CRD
- 7059