Basil William Barrett
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.Sep 2025 to now
- CitigroupJul 2025 to now
- The University of ChicagoAug 2024 to Jun 2025
- Fiducient AdvisorsJun 2024 to Aug 2024
- Dell TechnologiesJun 2023 to Aug 2023
- Slater Infrastructure GroupSep 2022 to May 2024
- The Baupost GroupJun 2022 to Aug 2022
- Morehouse CollegeAug 2020 to May 2024
- Fairport Middle School and High School StudentApr 2015 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State 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
- 8065726
- Firm CRD
- 7059