Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

Citigroup Global Markets Inc. financial advisors in Berkeley, CA

Every SEC-registered investment adviser representative at a Citigroup Global Markets Inc. office in Berkeley, A to Z.

The short answer

2 registered advisors work at Citigroup Global Markets Inc. in Berkeley, out of 2,138 at the firm nationwide; it ranks number 8 in the city by advisors. 0 list the CFP designation and 2 are also registered broker representatives.

Citigroup Global Markets Inc. advisors in Berkeley, A to Z

Every Citigroup Global Markets Inc. advisor →

Citigroup Global Markets Inc. advisors in other cities

New York, NY 624Miami, FL 223San Francisco, CA 73Jacksonville, FL 66Greenwich, CT 44Los Angeles, CA 42Washington, DC 39San Antonio, TX 37Chicago, IL 34Brooklyn, NY 31Long Island City, NY 25Beverly Hills, CA 24New York City, NY 24O'Fallon, MO 24Uniondale, NY 24

Other firms in Berkeley

All Berkeley advisors →

Strategic Advisers LLC 28North Berkeley Wealth Management, LLC 10Charles Schwab & Co., Inc. 8J.P. Morgan Securities LLC 7Willow Grove Advisors, LLC 6Affinity Capital Advisors LLC 5Blume Capital Management, Inc. 4Elmwood Wealth Management 4State Farm Investment Management Corp. 4Clayton Partners LLC 3

Questions

How many financial advisors does Citigroup Global Markets Inc. have in Berkeley?

2 investment adviser representatives are registered at Citigroup Global Markets Inc. offices in Berkeley, California, according to the SEC's Investment Adviser Public Disclosure records, out of 2,138 nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.

Is Citigroup Global Markets Inc. one of the largest advisor employers in Berkeley?

Citigroup Global Markets Inc. ranks number 8 in Berkeley by registered advisors; Strategic Advisers LLC has the most, with 28.

How do I check a Citigroup Global Markets Inc. advisor in Berkeley?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Citigroup Global Markets Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.