Yunyan Zhou
Investment adviser representative at Citigroup Global Markets Inc.
11 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
11 years in the industry.
- Citigroup Global Markets Inc.Jun 2022 to now
- CitigroupJun 2022 to now
- Wells Fargo Bank, NAMay 2021 to Jun 2022
- Wells Fargo Clearing Services, LLCMay 2021 to Jun 2022
- HSBC Bank USA, N.A.Dec 2020 to Apr 2021
- HSBC Securities (USA) Inc.Dec 2020 to Apr 2021
- J.P. Morgan Securities LLCSep 2018 to Oct 2020
- JPMorgan Chase Bank, N.A.Nov 2017 to Sep 2018
- UnemployedOct 2017 to Nov 2017
- UniqloJun 2017 to Sep 2017
- University of California, DavisSep 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2021
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
- 7029633
- Firm CRD
- 7059