Cara Ann Witt-landefeld
Investment adviser representative at Citigroup Global Markets Inc.
7 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
7 years in the industry.
- Citigroup Global Markets Inc.Sep 2022 to now
- CitigroupAug 2022 to now
- Equitybee Securities, LLCApr 2022 to Aug 2022
- EquitybeeNov 2020 to Aug 2022
- North Capital Private SecuritiesNov 2020 to Apr 2022
- CitigroupJun 2018 to Nov 2020
- Bank of America, N.A.Apr 2017 to Jun 2018
- Merrill Lynch, Pierce, Fenner & Smith Incorporated(7691)Apr 2017 to Jun 2018
- Nyu Stern School of BusinessJan 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
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
- 6668426
- Firm CRD
- 7059