Courtney Anne Conway
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.Jul 2026 to now
- Citigroup Global Markets Inc.Jun 2025 to Aug 2025
- CsxMay 2024 to Jul 2024
- Gate HospitalityMay 2023 to Jan 2024
- University of FloridaAug 2022 to May 2026
- Tolomato Community Development DistrictMay 2020 to Jul 2023
- Publix Supermarkets Inc.May 2020 to Jul 2022
- Allen D. Nease High SchoolAug 2019 to May 2022
- West Boca Community High SchoolAug 2018 to May 2019
- Spanish River Christian SchoolJun 2016 to May 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
- 8270440
- Firm CRD
- 7059