Kellin Mcgowan
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
- CasaJun 2022 to Aug 2022
- Every Campus a RefugeJun 2021 to Jul 2021
- University of Chicago Housing & Residence LifeOct 2020 to Jun 2021
- La's Best Afterschool ProgramMay 2020 to Sep 2020
- The University of ChicagoOct 2019 to Jun 2023
- State FarmJun 2019 to Sep 2019
- State FarmJun 2018 to Aug 2018
- St. Thomas High SchoolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7716819
- Firm CRD
- 7059