Robert Cole Mccauley
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
- CitiMay 2025 to now
- Fidelity InvestmentsMar 2022 to Apr 2025
- UnemployedJan 2022 to Mar 2022
- Colorado State UniversityAug 2021 to Dec 2021
- Css Moving CompanyJul 2021 to Aug 2021
- Colorado State UniversityAug 2020 to Jul 2021
- Css Moving CompanyJul 2020 to Aug 2020
- Fidelity InvestmentsJun 2020 to Aug 2020
- WultraFeb 2020 to Apr 2020
- Colorado State UniversityJul 2019 to Feb 2020
- Rustic MarlinJun 2019 to Jul 2019
- Colorado State UniversityJan 2019 to Jun 2019
- Darden Restaurants (olive Garden)Dec 2018 to Jan 2019
- Colorado State UniversityAug 2018 to Dec 2018
- Tko MalleysJun 2018 to Aug 2018
- Colorado State UniversityAug 2017 to Jun 2018
- South Shore YmcaJun 2017 to Aug 2017
- Tabor AcademyAug 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
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
- 7521486
- Firm CRD
- 7059