Akeil Roberts
Investment adviser representative at Citigroup Global Markets Inc.
19 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
19 years in the industry.
- Citigroup Global Markets Inc.Sep 2026 to now
- CitigroupAug 2024 to now
- Morgan StanleySep 2023 to Aug 2024
- E*trade Securities LLCMay 2023 to Aug 2024
- Kingston MarketApr 2021 to May 2023
- Ab Tutoring Ltd (co-founder)Aug 2020 to May 2022
- Dunkin DonutsJun 2019 to Sep 2019
- Santa Cruz Seaside CompanyMay 2019 to Sep 2019
- Mr PancakeAug 2018 to Sep 2018
- Dunkin DonutsJun 2018 to Jul 2018
- WalmartJun 2018 to Jun 2018
- Wilderness ResortMay 2018 to Sep 2018
- Denny'sMay 2018 to Jun 2018
- Live NationJun 2017 to Sep 2017
- Darien Lake Theme Park (six Flags Darien Lake)May 2017 to Sep 2017
- Startek Inc.May 2015 to Jan 2017
- Full Time EducationSep 2007 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
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
- 7720463
- Firm CRD
- 7059