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Tyler Resch

Investment adviser representative at Citigroup Global Markets Inc.
10 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

10 years in the industry.

  1. Citigroup Global Markets Inc.Sep 2023 to now
  2. CitigroupSep 2023 to now
  3. Key Investment Services LLCOct 2019 to Aug 2023
  4. KeybankOct 2019 to Apr 2022
  5. CitigroupJun 2018 to Oct 2019
  6. Key Investment Services LLCJul 2017 to Jun 2018
  7. KeybankJun 2017 to Jun 2018
  8. Nylife Securities LLCSep 2016 to Jun 2017
  9. New York Life Ins. CompanyJun 2016 to Jun 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2017
  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (NY).

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
6662358
Firm CRD
7059
Advisor's SEC record (opens in a new tab)
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