Miles Robert Evans
Investment adviser representative at Citigroup Global Markets Inc.
11 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
11 years in the industry.
- Citigroup Global Markets Inc.Feb 2026 to now
- CitigroupJan 2026 to now
- UnemployedNov 2025 to Jan 2026
- Northwestern Mutual Investment Services LLCSep 2025 to Nov 2025
- Michelle BakerAug 2025 to Nov 2025
- UnemployedJul 2025 to Jul 2025
- Brust Wealth AdvisorsJan 2025 to Jun 2025
- UnemployedDec 2024 to Jan 2025
- Fidelity InvestmentsFeb 2021 to Dec 2024
- MassmutualJun 2019 to Feb 2021
- StudentAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- 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
- 7261611
- Firm CRD
- 7059