Daniel Zhao Wu
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.Sep 2026 to now
- CitigroupFeb 2026 to now
- J.P. Morgan Securities LLCDec 2025 to Feb 2026
- JPMorgan Chase Bank, N.A.Dec 2025 to Feb 2026
- UnemployedSep 2024 to Nov 2025
- Northwestern Mutual Investment ServicesFeb 2024 to Aug 2024
- UnemployedFeb 2023 to Jan 2024
- Merrill Lynch Wealth Management/bank of AmericaMay 2018 to Jan 2023
- Universal Processing LLCFeb 2018 to Jun 2018
- Statista GlobalMay 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7220881
- Firm CRD
- 7059