Juan Antonio Fernandez
Investment adviser representative at Citigroup Global Markets Inc.
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- Citigroup Global Markets Inc.Oct 2023 to now
- CitibankJun 2022 to now
- Macquarie GroupJun 2021 to Aug 2021
- Landmark PropertiesSep 2020 to Nov 2021
- Florida State UniversityJun 2019 to May 2023
- Hollister Co.Jul 2018 to Apr 2019
- UnemployedJan 2012 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7748538
- Firm CRD
- 7059