Geena Walters
Investment adviser representative at Citigroup Global Markets Inc.
15 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
15 years in the industry.
- Citigroup Global Markets Inc.May 2025 to now
- Citi GroupJul 2022 to now
- Fidelity InvestmentsJun 2021 to Jun 2022
- DoordashAug 2020 to Oct 2020
- Carriage Way Bed and BreakfastJul 2019 to May 2021
- ZumiezJul 2018 to Sep 2018
- Flagler CollegeAug 2017 to May 2021
- Pizza TimeAug 2017 to Apr 2019
- UnemployeedMay 2011 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7394222
- Firm CRD
- 7059