Julissa Lopez

Financial advisor at Citigroup Global Markets Inc.

Last updated 2026-10-10

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Julissa Lopez is a financial advisor at Citigroup Global Markets Inc., CRD 8101302. Licenses and exams on the registration: Series 66. IAPD registration began 2025-11-06.

Registration

CRD number
8101302
Registration status
Active
IAPD registration
2025-11-06
Industry Experience
0 years
Work Experience
13 years
States registered
NY

Licenses and exams

  • Series 66

Work history

  • 2012-12 to Present · Citibank · Bronx, NY

Current employment

SEC IAPD record for Julissa Lopez

Citigroup Global Markets Inc.

Regulatory AUM
$56,006,655,920
Registered advisors
2,399
Offices
1,376
Clients per advisor
24.9 (Low)
Average AUM per client
$936.1K (Low)
High-net-worth client ratio
39.2% (Moderate)

Citigroup Global Markets Inc.: advisors, services and reported ETF investments

About

Julissa Lopez is a financial advisor at Citigroup Global Markets Inc.. Reported securities licenses include Series 66. The latest record indicates less than 1 year of industry experience and 13 years of reported work history. Reported roles include Citibank.

Citigroup Global Markets Inc.'s firm-level Form ADV reports 2,399 advisors across 1,376 offices; approximately 24.9 clients per advisor, average assets per client of $936,112, and regulatory AUM of $56B; client categories including Individuals (non-HNW), High net worth individuals, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.

What this firm offers

Filed by Citigroup Global Markets Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pooled Investment Vehicles
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Publication of Periodicals or Newsletters
  • Security Ratings or Pricing Services
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Commodity Pool Operator or Trading Advisor
  • Futures Commission Merchant
  • Registered Security-Based Swap Dealer
  • Other Financial Product Salesperson
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Security-Based Swap Dealer
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Sponsor or GP of Pooled Investment Vehicl
  • Adviser to Any Private Fund

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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