Donika Ahmetaj
Investment adviser representative at Citigroup Global Markets Inc.
10 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
10 years in the industry.
- Citigroup Global Markets Inc.Nov 2023 to now
- CitibankJun 2022 to now
- Crosscountry MortgageNov 2021 to Jun 2022
- New York Country ClubSep 2021 to Nov 2022
- Hudson United MortgageJun 2021 to Nov 2021
- BaileysSep 2020 to Jun 2022
- Law Offices of David M KatzSep 2020 to Jun 2021
- The Brook TaphouseOct 2019 to Aug 2020
- Lincoln 1st BankFeb 2016 to Sep 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
- 7722782
- Firm CRD
- 7059