Helena Macke
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 2025 to now
- Citi BankJul 2025 to now
- Claremont MckennaAug 2024 to Dec 2024
- Citi BankJun 2024 to Aug 2024
- Claremont Mckenna CollegeAug 2021 to May 2025
- Tucci BoutiqueApr 2021 to Jul 2021
- Whiskey and LeatherMay 2019 to Dec 2020
- Horizon PrepMay 2015 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
- 8071636
- Firm CRD
- 7059