Parsa Talehakimi
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.
- Citigroup Global Markets Inc.Aug 2025 to now
- CitigroupJul 2025 to now
- The Barthwell GroupOct 2024 to Jul 2025
- CitigroupJun 2024 to Aug 2024
- Gelfand, Rennert, & FeldmanJun 2023 to Aug 2023
- University of Southern CaliforniaJan 2023 to Dec 2024
- Wells FargoNov 2021 to Jan 2023
- Santa Monica CollegeAug 2021 to Dec 2022
- Burbank High SchoolAug 2017 to May 2021
- Millikan Middle SchoolAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7614655
- Firm CRD
- 7059