Khine khant Zaw
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.Aug 2026 to now
- CitigroupJul 2026 to now
- J.P. Morgan Securities LLCDec 2025 to Jul 2026
- JPMorgan Chase Bank, N.A.Dec 2025 to Jul 2026
- CitibankFeb 2023 to Dec 2025
- Network Capital Funding CorporationJul 2022 to Jan 2023
- UnemployedJun 2022 to Jun 2022
- Susquehanna UniversityAug 2018 to May 2022
- UnemployedDec 2015 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser 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
- 8206108
- Firm CRD
- 7059