David M Minnella
Investment adviser representative at Citigroup Global Markets Inc.
9 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
9 years in the industry.
- Citigroup Global Markets Inc.Oct 2025 to now
- CitigroupOct 2025 to now
- UnemployedJun 2025 to Oct 2025
- Wells Fargo Clearing ServicesMar 2023 to Jun 2025
- CitigroupMar 2021 to Mar 2023
- Wells Fargo Clearing Services, LLCOct 2018 to Mar 2021
- Compi Distributors Inc (cdi)Jun 2016 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7034288
- Firm CRD
- 7059