Mike Melek
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.Jan 2024 to now
- CitigroupSep 2023 to now
- BMO Harris BankOct 2022 to Sep 2023
- LPL FinancialOct 2022 to Sep 2023
- The Huntington Investment CompanyAug 2020 to Sep 2022
- The Huntington National BankAug 2020 to Sep 2022
- Wells Fargo Clearing Services, LLCJun 2018 to Jun 2020
- Wells Fargo Bank, NAAug 2016 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 6972464
- Firm CRD
- 7059