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Robin Joseph Naber

Investment adviser representative at Citigroup Global Markets Inc.
13 yearsExperience
2 statesRegistered 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

13 years in the industry.

  1. Citigroup Global Markets Inc.May 2019 to now
  2. CitiApr 2019 to now
  3. Novo Real Estate GroupDec 2018 to Mar 2019
  4. Morgan Stanley Private Bank, National AssociationOct 2017 to Oct 2018
  5. Morgan StanleyFeb 2017 to Sep 2018
  6. GroopieAug 2013 to Jan 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2017
  • Series 65 · Uniform Investment Adviser Law2017

State registrations

Registered as an investment adviser representative in 2 states (CA, 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
6733749
Firm CRD
7059
Advisor's SEC record (opens in a new tab)
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