Emily Joan Patalano
Investment adviser representative at Citigroup Global Markets Inc.
10 yearsExperience
1 stateRegistered in
$56BFirm assets
62 yearsFirm in business
Are you Emily Joan Patalano? Claim your profile
Contact this firm
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.Jul 2026 to now
- CitiJun 2021 to now
- Buckley Country Day SchoolSep 2020 to Jun 2021
- UnemployedMay 2020 to Sep 2020
- Buckley Country Day SchoolJun 2019 to Aug 2019
- Joyrun, IncAug 2018 to May 2019
- Buckley Country Day SchoolJun 2017 to Aug 2017
- Binghamton UniversityAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8199155
- Firm CRD
- 7059