Sara Shahine Bassiouny
Investment adviser representative at Citigroup Global Markets Inc.
20 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
20 years in the industry.
- Citigroup Global Markets, Inc.Sep 2026 to now
- Wells Fargo Bank, NASep 2024 to Aug 2026
- Wells Fargo Clearing Services, LLCSep 2024 to Aug 2026
- J.P. Morgan Securities LLCApr 2023 to Aug 2024
- JPMorgan Chase Bank, N.A.Apr 2022 to Aug 2024
- Wells FargoMay 2021 to Apr 2022
- America's Best Contacts and GlassesDec 2020 to May 2021
- UnemployedApr 2018 to Nov 2020
- Tharwa Petroleum CompanyAug 2006 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 7728452
- Firm CRD
- 7059