Yuxuan Zhang
Investment adviser representative at Citigroup Global Markets Inc.
6 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
6 years in the industry.
- Citigroup Global Markets Inc.Jul 2022 to now
- CitigroupJul 2022 to now
- Wells Fargo Bank, NAFeb 2022 to Jul 2022
- Wells Fargo Clearing Services, LLCFeb 2022 to Jul 2022
- HSBC Bank USA, N.A.May 2021 to Feb 2022
- HSBC Securities (USA) Inc.May 2020 to Feb 2022
- JPMorgan Securities LLCSep 2018 to Apr 2021
- JPMorgan Chase Bank N.A.Nov 2016 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7029638
- Firm CRD
- 7059