Scott Chelist
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.May 2023 to now
- CitigroupMay 2023 to now
- Wells Fargo Clearing ServicesNov 2021 to Apr 2023
- Wells Fargo Clearing ServicesJun 2021 to Oct 2021
- DisysApr 2021 to Oct 2021
- TD AmeritradeAug 2020 to Mar 2021
- Paulo Products CompanyFeb 2020 to Jun 2020
- Project Greenlight Kratom Plus CbdOct 2019 to Feb 2020
- Hawthorn Leadership School for GirlsSep 2019 to Oct 2019
- Saul Mirowitz Jewish Community SchoolJul 2018 to Jul 2019
- Spectrum BusinessOct 2016 to Jul 2018
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 (MO).
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
- 7282689
- Firm CRD
- 7059