Claire Byers Horner
Investment adviser representative at Citigroup Global Markets Inc.
19 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
19 years in the industry.
- Citigroup Global Markets Inc.Oct 2025 to now
- CitibankJul 2025 to now
- Washington and Lee UniversitySep 2024 to May 2025
- CitibankJun 2024 to Aug 2024
- Washington and Lee UniversitySep 2023 to May 2024
- Lewis Media CompanyMay 2023 to Jul 2023
- Washington and Lee UniversitySep 2022 to May 2023
- Self-employed CaregiverJun 2022 to Aug 2022
- Washington and Lee UniversitySep 2021 to May 2022
- Self-employed CaregiverJun 2021 to Aug 2021
- St. Catherine's SchoolSep 2007 to May 2021
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
- 8066791
- Firm CRD
- 7059