Hector Daniel Romero
Investment adviser representative at Citigroup Global Markets Inc.
12 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
12 years in the industry.
- Citigroup Global Markets Inc.Jan 2022 to now
- CitigroupNov 2021 to now
- JPMorgan Chase Bank NAFeb 2021 to Nov 2021
- JPMorgan Securities LLCFeb 2021 to Nov 2021
- AmazonOct 2020 to Oct 2020
- Bank of America, N.A.Nov 2018 to Jan 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2018 to Jan 2021
- Wells FargoJun 2017 to Oct 2018
- WalmartMay 2017 to Jun 2017
- Wayland Baptist UniversityAug 2014 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7036253
- Firm CRD
- 7059