Zhenxing Lao
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.Mar 2021 to now
- CitigroupMar 2021 to now
- HSBC Securities USA IncOct 2018 to Mar 2021
- HSBC Bank USA IncSep 2018 to Mar 2021
- UnemployedJun 2018 to Sep 2018
- Wells Fargo Clearing Services, LLCAug 2016 to Jun 2018
- Wells Fargo Bank, NAApr 2015 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6663090
- Firm CRD
- 7059