Bryton Lam
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.Oct 2025 to now
- CitigroupOct 2025 to now
- J.P. Morgan Securities LLCDec 2022 to Sep 2025
- JPMorgan Chase Bank, N.A.Dec 2022 to Sep 2025
- Realtor.comApr 2022 to Dec 2022
- Alleviate Financial SolutionsMar 2022 to Mar 2022
- Simple Debt SolutionsJul 2021 to Feb 2022
- Nylife Securities LLCMar 2021 to Oct 2021
- Just Funded Mortgage dba Home Mortgage Alliance Corporation HmacFeb 2021 to Jun 2021
- National Debt ReliefMar 2018 to Feb 2021
- American Advisors GroupApr 2016 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7357086
- Firm CRD
- 7059