Maxwell J Tuozzolo
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.Feb 2025 to now
- CitibankJan 2025 to now
- Morgan StanleyAug 2023 to Dec 2024
- Lake Merced Golf ClubMay 2021 to Aug 2021
- Private ConstructionMay 2020 to Aug 2020
- Full Time Student At the University of Colorado, BoulderAug 2019 to May 2023
- Potrero MedicalMay 2018 to Aug 2018
- Fine Arts Museum of San FranciscoMay 2017 to Aug 2018
- Sacred Heart Cathedral PrepAug 2015 to May 2019
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 (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
- 7720740
- Firm CRD
- 7059