Gregory Van Nelson
Investment adviser representative at Citigroup Global Markets Inc.
10 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
10 years in the industry.
- Citigroup Global Markets Inc.Aug 2025 to now
- CitigroupJul 2025 to now
- Ruffalo Noel LevitzSep 2024 to May 2025
- CitigroupJun 2024 to Aug 2024
- Ruffalo Noel LevitzAug 2023 to May 2024
- FedexJul 2023 to Jul 2023
- Ruffalo Noel LevitzAug 2022 to May 2023
- The Home DepotMay 2022 to Jul 2022
- Ruffalo Noel LevitzMar 2022 to May 2022
- University of FloridaAug 2021 to May 2025
- South County High SchoolAug 2017 to Jun 2021
- South County Middle SchoolAug 2016 to Aug 2017
Exams passed
- 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
- 8065580
- Firm CRD
- 7059