Maximus M Calovi
Investment adviser representative at Citigroup Global Markets Inc.
12 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
12 years in the industry.
- Citigroup Global Markets Inc.Dec 2025 to now
- CitigroupSep 2025 to now
- Morgan StanleyOct 2024 to Sep 2025
- Khaos To Value Consulting LLCJul 2024 to Oct 2024
- UnemployedAug 2023 to Jul 2024
- East Wind Support CorpJul 2023 to Jul 2023
- Elegant AffairsMay 2023 to Aug 2023
- FedexMar 2023 to May 2023
- UnemployedNov 2022 to Mar 2023
- Second Street Associates LLCOct 2022 to Nov 2022
- Rein Teen ToursJul 2022 to Jul 2022
- UnemployedAug 2020 to Oct 2022
- East End Hose TestingMay 2020 to Aug 2020
- Custom Computer SpecialistsApr 2020 to May 2020
- UnemployedSep 2019 to Apr 2020
- Mesquite Tex-mexJun 2019 to Sep 2019
- UnemployedSep 2018 to Jun 2019
- Rocky Point PizzaJun 2018 to Sep 2018
- UnemployedOct 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- 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
- 7979706
- Firm CRD
- 7059