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Eric Jesus Ramirez

Investment adviser representative at Citigroup Global Markets Inc.
12 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

12 years in the industry.

  1. Citigroup Global Markets Inc.Sep 2024 to now
  2. CitigroupJul 2024 to now
  3. UnemployedJan 2024 to May 2024
  4. Village DeliSep 2023 to Dec 2023
  5. CitigroupJun 2023 to Aug 2023
  6. Calumet Waste and RecyclingApr 2023 to May 2023
  7. UnemployedDec 2022 to Apr 2023
  8. PwcSep 2022 to Nov 2022
  9. Goldman Sachs & Co.Jun 2022 to Aug 2022
  10. School Town of MunsterMay 2022 to May 2023
  11. StarbucksMar 2022 to May 2022
  12. UnemployedAug 2021 to Mar 2022
  13. Saint Micheal Church and SchoolMay 2021 to Aug 2021
  14. UnemployedAug 2020 to Apr 2021
  15. Calumet Waste and RecyclingJun 2020 to Jul 2020
  16. UnemployedOct 2019 to Jun 2020
  17. SubwayMay 2019 to Sep 2019
  18. UnemployedAug 2018 to May 2019
  19. Krazy Kaplan's FireworksJun 2018 to Jul 2018
  20. UnemployedFeb 2014 to Jun 2018

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
7584646
Firm CRD
7059
Advisor's SEC record (opens in a new tab)
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