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Elias Gracia ruiz

Investment adviser representative at Citigroup Global Markets Inc.
25 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

25 years in the industry.

  1. Citigroup Global Markets Inc.Sep 2023 to now
  2. CitigroupJul 2023 to now
  3. CitiJun 2022 to Aug 2022
  4. Swarthmore CollegeSep 2019 to May 2023
  5. Helix Charter High SchoolAug 2015 to Jun 2019
  6. UnemployedJul 2001 to Aug 2018

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

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

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
7722530
Firm CRD
7059
Advisor's SEC record (opens in a new tab)
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