Sarjani Shah
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.Aug 2025 to now
- CitiJul 2025 to now
- UnemployedApr 2025 to Jun 2025
- Brookfield RenewableSep 2024 to Dec 2024
- CitiJun 2024 to Aug 2024
- Morgan StanleyJun 2023 to Aug 2023
- Brookfield RenewableMay 2022 to Aug 2022
- New York University Center of Social Media and PoliticsJan 2022 to Mar 2025
- UnemployedSep 2021 to Apr 2022
- KumonJun 2021 to Aug 2021
- UnemployedJan 2015 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7746948
- Firm CRD
- 7059