Cory Weinreb
Investment adviser representative at Citigroup Global Markets Inc.
16 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
16 years in the industry.
- Citigroup Global Markets Inc.May 2025 to now
- CitigroupMay 2025 to now
- Morgan StanleyJul 2021 to Apr 2025
- Morgan StanleyJun 2020 to Aug 2020
- CatercowJun 2019 to Jul 2019
- Colgate UniversityAug 2017 to May 2021
- Hackley SchoolSep 2010 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2021
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
- 7243108
- Firm CRD
- 7059