Aidan D Mejia
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.Aug 2026 to now
- UnemployedMay 2026 to Jul 2026
- Archer Investment CorpFeb 2026 to May 2026
- Charles Schwab & Co., Inc.Jan 2024 to Feb 2026
- Charles Schwab Bank, SsbJan 2024 to Feb 2026
- Bolton Securities CorpJul 2022 to Jan 2024
- Bolton Global CapitalApr 2021 to Jan 2024
- JP Morgan Chase & Co.Jan 2021 to Mar 2021
- UnemployedSep 2020 to Dec 2020
- University of MarylandJun 2016 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7367348
- Firm CRD
- 7059