Monica Amador potts
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.Jul 2022 to now
- CitigroupMay 2022 to now
- Oppenheimer & Co, IncSep 2021 to May 2022
- J.P. Morgan Securities LLCNov 2018 to Sep 2021
- JPMorgan Chase Bank, N.A.Nov 2018 to Sep 2021
- Regions BankJan 2017 to Nov 2018
- UnemployedMay 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7048005
- Firm CRD
- 7059