Andrew Phillips
Investment adviser representative at Citigroup Global Markets Inc.
13 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
13 years in the industry.
- Citigroup Global Markets Inc.Dec 2025 to now
- CitigroupOct 2025 to now
- J.P. Morgan Securities LLCApr 2023 to Oct 2025
- JPMorgan Chase Bank, N.A.Apr 2023 to Oct 2025
- Vermont Federal Credit UnionFeb 2022 to Apr 2023
- Join IncSep 2021 to Feb 2022
- Cheese and Wine TradersAug 2021 to Jan 2022
- SodexoJan 2021 to Sep 2021
- UnemployedMar 2020 to Dec 2020
- Panera LLCDec 2019 to Feb 2020
- UnemployedMay 2019 to Nov 2019
- Rhino Foods IncMar 2019 to Apr 2019
- UnemployedJan 2019 to Feb 2019
- UpsNov 2018 to Dec 2018
- UnemployedDec 2017 to Oct 2018
- Gc Pizza Hut LLCAug 2017 to Nov 2017
- UnemployedApr 2013 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
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
- 7732647
- Firm CRD
- 7059