Brent Wilton
Investment adviser representative at Citigroup Global Markets Inc.
11 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
11 years in the industry.
- Citigroup Global Markets Inc.Sep 2025 to now
- CitigroupSep 2025 to now
- Fidelity Brokerage Services LLCNov 2022 to Sep 2025
- Buckingham Wealth PartnersFeb 2022 to Aug 2022
- Wells Fargo AdvisorsMay 2021 to Nov 2021
- TD AmeritradeNov 2020 to May 2021
- U.S. Small Business AdministrationSep 2020 to Nov 2020
- WalgreensJan 2020 to Sep 2020
- Kimber ManufacturingOct 2019 to Dec 2019
- Motel 8Jul 2019 to Oct 2019
- Lowe'sAug 2018 to Sep 2018
- Smart's Beauty SupplySep 2016 to Dec 2018
- Troy UniversityAug 2015 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
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
- 7311682
- Firm CRD
- 7059