Dylan Bowsky
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 2026 to now
- CitigroupJan 2026 to now
- Wells Fargo Bank, NAJun 2023 to Jan 2026
- Wells Fargo Clearing Services, LLCJun 2023 to Jan 2026
- Provident Credit UnionMar 2021 to Jun 2023
- UnemployedJul 2020 to Mar 2021
- J.P. Morgan Chase Bank, N.A.Dec 2018 to Jul 2020
- J.P. Morgan Securities LLCDec 2018 to Jul 2020
- US BankMay 2018 to Dec 2018
- Pf Chang'sApr 2017 to Sep 2018
- Applebee'sJan 2015 to Apr 2017
- California State University, East BaySep 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
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
- 7058014
- Firm CRD
- 7059