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Qaysar Khalel Al aboosi

Investment adviser representative at Citigroup Global Markets Inc.
11 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

11 years in the industry.

  1. Citigroup Global Markets Inc.Apr 2026 to now
  2. CitigroupApr 2026 to now
  3. First Citizens WealthMar 2023 to Apr 2026
  4. Svb Wealth LLCOct 2022 to Mar 2023
  5. Wells Fargo Bank, NAMay 2021 to Oct 2022
  6. Wells Fargo Clearing Services, LLCMay 2021 to Oct 2022
  7. Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2020 to Apr 2021
  8. Wells Fargo Bank NAOct 2015 to Feb 2020

Exams passed

  • Series 66 · Uniform Combined State Law2021
  • Series 63 · Uniform Securities Agent State Law2026

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
7113886
Firm CRD
7059
Advisor's SEC record (opens in a new tab)
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