Katherine Taylor Lounsbury
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.Feb 2026 to now
- CitiApr 2023 to now
- Ernst & YoungSep 2021 to Apr 2023
- UnemployedMay 2021 to Sep 2021
- Tulane UniversityAug 2020 to May 2021
- Ernst & YoungJul 2020 to Aug 2020
- UnemployedMay 2020 to Jul 2020
- College of CharlestonAug 2019 to May 2020
- SloanJun 2019 to Aug 2019
- College of CharlestonAug 2018 to Jun 2019
- Brant Beach Yacht ClubJun 2018 to Aug 2018
- College of CharlestonAug 2017 to Jun 2018
- Newport Harbor Yacht ClubJun 2017 to Aug 2017
- StudentAug 2016 to Jun 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
- 8178285
- Firm CRD
- 7059