Joseph Sun
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.Dec 2024 to now
- CitigroupJun 2023 to now
- Brown Brothers HarrimanJun 2022 to Aug 2022
- Sellers DorseyAug 2021 to Apr 2022
- University of DelawareAug 2019 to May 2023
- Back Creek Golf ClubJun 2019 to Aug 2019
- Texas RoadhouseJun 2017 to Sep 2017
- Charter School of WilmingtonAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 8000094
- Firm CRD
- 7059