Melissa Alonzo
Investment adviser representative at Citigroup Global Markets Inc.
10 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
10 years in the industry.
- Citigroup Global Markets Inc.Nov 2023 to now
- CitigroupSep 2023 to now
- JPMorgan Chase Bank, NASep 2022 to Sep 2023
- JPMorgan Securities LLCSep 2022 to Sep 2023
- Efg Capital International CorpDec 2021 to Sep 2022
- CitigroupJul 2021 to Dec 2021
- Citi International Financial Services LLCApr 2019 to Jul 2021
- Citibank NANov 2018 to Apr 2019
- UnemployedApr 2018 to Oct 2018
- Wells FargoApr 2016 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7201961
- Firm CRD
- 7059