Denise Gonzalez basin
Investment adviser representative at Citigroup Global Markets Inc.
14 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
14 years in the industry.
- Citigroup Global Markets Inc.May 2025 to now
- CitigroupMay 2025 to now
- Morgan Stanley Smith Barney LLCJun 2021 to May 2025
- University of Michigan - Ross School of BusinessJan 2021 to Jun 2021
- Full-time EducationAug 2020 to Jan 2021
- Make-a-wish MichiganJun 2020 to Aug 2020
- StudiosfuseJan 2020 to Jun 2020
- Fahrenheit313Aug 2019 to Jun 2020
- Hour Media, Inc.Jun 2019 to Aug 2019
- Slurping TurtleAug 2018 to Jun 2019
- Full-time EducationJun 2018 to Aug 2018
- Morgan Stanley Smith Barney LLCMay 2018 to Jun 2018
- Full-time EducationAug 2017 to May 2018
- Full-time StudentJan 2012 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6945935
- Firm CRD
- 7059