Ryan Ramos
Investment adviser representative at Citigroup Global Markets Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$56BFirm assets
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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.Jun 2024 to now
- CitigroupJun 2024 to now
- J.P. Morgan Securities LLCApr 2023 to Jun 2024
- JPMorgan Chase Bank, N.A.Apr 2023 to Jun 2024
- Cetera Advisors LLCMar 2023 to Mar 2023
- Pierson Wealth ManagementMar 2023 to Mar 2023
- Western International Securities, Inc.Apr 2018 to Mar 2023
- Whole Foods / Mrs Gooch Natural Food Mkt IncAug 2016 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7167900
- Firm CRD
- 7059