Yan Lan
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 2025 to now
- CitigroupMay 2025 to now
- JP Morgan Chase Bank, N.A.May 2022 to Apr 2025
- JP Morgan Securities LLCMay 2022 to Apr 2025
- Northwestern Mutual Investment Services, LLCSep 2021 to May 2022
- Northwestern Mutual Life Insurance CompanySep 2021 to May 2022
- UnemployedAug 2021 to Aug 2021
- Microwine Group IncApr 2020 to Jul 2021
- UnemployedJan 2019 to Mar 2020
- Cybernaut Greentech InvestmentMar 2018 to Dec 2018
- UnemployedSep 2017 to Feb 2018
- Tiger LoansOct 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
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
- 7444125
- Firm CRD
- 7059