Liam King

Financial advisor at Citigroup Global Markets Inc. · Boston, MA

Last updated 2026-10-10

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Liam King is a financial advisor at Citigroup Global Markets Inc. in Boston, MA, CRD 6492085. Licenses and exams on the registration: Series 66. IAPD registration began 2018-06-28.

Registration

CRD number
6492085
Registration status
Active
IAPD registration
2018-06-28
Industry Experience
8 years
Work Experience
14 years
States registered
CT, NY

Licenses and exams

  • Series 66

Work history

  • 2016-05 to 2018-02 · AXA Advisors, LLC · New York, NY
  • 2013-08 to 2017-05 · University of Connecticut · Storrs, CT
  • 2018-04 to 2019-04 · Webster Bank · Boston, MA
  • 2018-06 to 2019-04 · Lpl Financial LLC · Boston, MA
  • 2019-05 to 2022-06 · Jpmorgan Chase Bank, N.A. · Boston, MA
  • 2019-05 to 2022-06 · J.P. Morgan Securities LLC · Boston, MA
  • 2012-06 to 2017-01 · 360 Federal Credit Union · Windsor Locks, CT
  • 2018-03 to 2018-03 · Unemployed · Enfield, CT
  • 2022-06 to Present · Citigroup · Boston, MA

Current employment

SEC IAPD record for Liam King

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

Liam King is a financial advisor at Citigroup Global Markets Inc. in Boston, MA. Reported securities licenses include Series 66. The latest record indicates 8 years of industry experience and 14 years of reported work history.

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, and 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, and 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

Location

Citi Private Bank, Boston, MA 02199

18 advisors at this office.

Citigroup Global Markets office in Boston, MA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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