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Garrett William Leahy

Investment adviser representative at Citigroup Global Markets Inc.
13 yearsExperience
2 statesRegistered 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

13 years in the industry.

  1. Citigroup Global Markets Inc.Jul 2021 to now
  2. CitigroupDec 2020 to now
  3. UnemployedOct 2019 to Dec 2020
  4. Cudd Energy ServicesOct 2017 to Oct 2019
  5. Blind Charlie's CafeJun 2017 to Oct 2017
  6. UnemployedMay 2017 to Jun 2017
  7. Chi Omega FraternityApr 2015 to May 2017
  8. University of KansasAug 2013 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 2 states (NY, TX).

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
7330233
Firm CRD
7059
Advisor's SEC record (opens in a new tab)
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