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Brennan Wayland

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.Jun 2025 to now
  2. CitigroupJun 2025 to now
  3. StldaAug 2014 to now
  4. Wells Fargo Clearing ServicesMar 2024 to Jun 2025
  5. J.P. Morgan Securities LLCMar 2023 to Mar 2024
  6. JPMorgan Chase Bank, N.A.Mar 2023 to Mar 2024
  7. Commerce BankJan 2022 to Feb 2023
  8. UpsNov 2020 to Jan 2021
  9. Lake Country SoccerOct 2020 to Dec 2021
  10. AmazonJun 2020 to Jul 2020
  11. On the RunJan 2019 to Aug 2020
  12. Wallis CompaniesJan 2019 to Jun 2020
  13. Foristell Enterprises LLCJul 2017 to Jul 2017
  14. One Source LivingApr 2016 to Feb 2024

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (MO).

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
7709964
Firm CRD
7059
Advisor's SEC record (opens in a new tab)
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