Benton Lowerison
Investment adviser representative at Citigroup Global Markets Inc.
10 yearsExperience
1 stateRegistered in
CFADesignation
$56BFirm assets
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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.Jul 2025 to now
- CitigroupJul 2025 to now
- CitigroupJun 2024 to Aug 2024
- Yale School of ManagementAug 2023 to May 2025
- Dimensional Fund AdvisorsAug 2016 to Aug 2023
Designations
- CFA
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
- 6709428
- Firm CRD
- 7059