Julia Peppard
Investment adviser representative at Citigroup Global Markets Inc.
11 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
11 years in the industry.
- Citigroup Global Markets Inc.Sep 2023 to now
- CitigroupJul 2023 to now
- Fordham UniversityAug 2022 to May 2023
- CitigroupJun 2022 to Aug 2022
- Fordham UniversityAug 2021 to May 2022
- Oak Hill AdvisorsJun 2021 to Aug 2021
- Fordham UniversityAug 2020 to May 2021
- Atrium StaffingJun 2020 to Aug 2020
- Fordham UniversityAug 2019 to May 2020
- Garden City High SchoolSep 2015 to Jun 2019
- Garden City Public LibraryAug 2015 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7716242
- Firm CRD
- 7059