Wang kei Kwan
Investment adviser representative at Citigroup Global Markets Inc.
10 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
10 years in the industry.
- Citigroup Global Markets Inc.Oct 2024 to now
- CitigroupApr 2023 to now
- LPL Financial LLCJun 2018 to Oct 2020
- Crystal Jade JiangnanSep 2017 to Feb 2018
- Sterling Bank & TrustMay 2017 to Apr 2023
- UnemployedMar 2017 to May 2017
- V16 LLCJun 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
- Series 65 · Uniform Investment Adviser Law2025
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
- 6942828
- Firm CRD
- 7059