Christopher Haley
Investment adviser representative at Citigroup Global Markets Inc.
13 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
13 years in the industry.
- Citigroup Global Markets Inc.Jul 2022 to now
- CitibankMay 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2020 to Apr 2022
- Centaurus FinancialApr 2019 to Mar 2020
- Ruffalo Noel LevitzFeb 2019 to Apr 2019
- Wsfs BankJun 2018 to Jun 2018
- University of South CarolinaAug 2016 to May 2020
- The Blue CrabJul 2013 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7113647
- Firm CRD
- 7059