Isabella Laine
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.Jul 2026 to now
- CitiJun 2025 to Aug 2025
- State Street Investment ManagementJun 2024 to Aug 2024
- Brookline RecreationJul 2023 to Aug 2023
- Cornell UniversityAug 2022 to May 2026
- Brookline RecreationJul 2022 to Aug 2022
- Russian School of MathematicsOct 2020 to Jul 2022
- Brookline High SchoolSep 2018 to Jun 2022
- Brimmer and MaySep 2015 to Jun 2018
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
- 8241841
- Firm CRD
- 7059