Kayla Conelli
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.May 2026 to now
- CitigroupApr 2026 to now
- Equitable Advisors, LLC.Apr 2025 to Apr 2026
- Daniel Treacy - Equitable Advisors, LLC.May 2021 to Apr 2025
- ChillatoFeb 2021 to Sep 2021
- Baruch CollegeAug 2020 to Dec 2024
- RaindewOct 2019 to May 2021
- Commonpoint QueensJul 2018 to Mar 2021
- St. Francis Preparatory SchoolSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7404086
- Firm CRD
- 7059