Nicola Tang
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.Mar 2026 to now
- CitigroupOct 2025 to now
- J.P. Morgan Securities LLCMay 2023 to Sep 2025
- JP Morgan Chase Bank, N.A.May 2023 to Sep 2025
- CitibankMar 2020 to May 2023
- MokutanyaFeb 2019 to Mar 2020
- Dolce ConstructionJan 2017 to Feb 2019
- MokutanyaDec 2013 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7758985
- Firm CRD
- 7059