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Ethan Konigsberg

Investment adviser representative at Citigroup Global Markets Inc.
13 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

13 years in the industry.

  1. Citigroup Global Markets Inc.Jul 2021 to now
  2. Citi BankOct 2020 to now
  3. UnemployedMay 2020 to Sep 2020
  4. Bae SystemsJun 2019 to Aug 2019
  5. Berko& AssociatesJun 2018 to Aug 2018
  6. Ithaca CollegeAug 2016 to May 2020
  7. Humc Fitness & WellnessSep 2015 to Dec 2018
  8. Blue Rill Day CampJun 2013 to Aug 2017

Exams passed

  • Series 66 · Uniform Combined State 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
7356836
Firm CRD
7059
Advisor's SEC record (opens in a new tab)
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