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Shuangying Sherri Wu

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.

  1. Citigroup Global Markets Inc.Jul 2026 to now
  2. UnemployedMay 2026 to Jul 2026
  3. District of Columbia Office of the Attorney GeneralJan 2026 to May 2026
  4. Georgetown UniversityAug 2022 to May 2026
  5. Secondary SchoolJan 2016 to Aug 2022

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
8269956
Firm CRD
7059
Advisor's SEC record (opens in a new tab)
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