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Linda E-ting Wang

Investment adviser representative at Citigroup Global Markets Inc.
9 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

9 years in the industry.

  1. Citigroup Global Markets Inc.Nov 2025 to now
  2. Bank of AmericaAug 2025 to Nov 2025
  3. UnemployedApr 2025 to Aug 2025
  4. J.P. Morgan Securities LLCMay 2020 to Apr 2025
  5. JPMorgan Chase Bank, N.A.Mar 2020 to Apr 2025
  6. UnemployedJan 2020 to Feb 2020
  7. Fidelity Brokerage Services LLCMay 2019 to Dec 2019
  8. Bloomingdales, Inc.May 2018 to Jun 2019
  9. Central Escrow GroupOct 2016 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2020

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
7128668
Firm CRD
7059
Advisor's SEC record (opens in a new tab)
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