Mackenzie Duffner
Investment adviser representative at Citigroup Global Markets Inc.
10 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
10 years in the industry.
- Citigroup Global Markets Inc.Oct 2023 to now
- CitigroupJul 2023 to now
- Sanford C. Bernstein & Co., LLCMay 2021 to Jul 2023
- UnemployedMar 2021 to May 2021
- Freddie MacJan 2020 to Mar 2021
- Freddie MacMay 2019 to Aug 2019
- US Treasury DepartmentAug 2018 to Dec 2018
- Slac National Accelerator LaboratoryMay 2018 to Aug 2018
- George Washington UniversityAug 2016 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7397315
- Firm CRD
- 7059