Stepan Ghukasyan
Investment adviser representative at Citigroup Global Markets Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$56BFirm assets
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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
- CitigroupNov 2025 to now
- J.P. Morgan Securities LLCSep 2024 to Nov 2025
- JPMorgan Chase Bank, N.A.Sep 2024 to Nov 2025
- Citi BankSep 2022 to Aug 2024
- Citi BankNov 2021 to Aug 2022
- California State University - NorthridgeAug 2021 to Dec 2023
- Citi BankNov 2020 to Oct 2021
- UnemployedSep 2014 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
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
- 7982488
- Firm CRD
- 7059