Mercedes Boyd
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.
- Citigroup Global Markets Inc.May 2023 to now
- CitigroupJul 2022 to now
- UnemployedMay 2022 to Jul 2022
- Legacy DentalApr 2020 to Aug 2021
- Southern Methodist UniversityJun 2019 to May 2022
- UnemployedFeb 2019 to Jun 2019
- Bank of New York MellonMay 2018 to Feb 2019
- WatergrillMar 2018 to Jun 2018
- UnemployedJan 2018 to Mar 2018
- Mi CocinaDec 2017 to Jan 2018
- MalaiOct 2017 to Dec 2017
- Certified Funding, L.P.Aug 2017 to Sep 2017
- WheelhouseJul 2017 to Aug 2017
- Blue Sushi Sake GrillMar 2017 to Jul 2017
- Morgan StanleySep 2016 to Jun 2017
- Meddlesome MothAug 2016 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 6707576
- Firm CRD
- 7059