Mona Arabshahi
Financial advisor at Citigroup Global Markets Inc. · Calabasas, CA
Last updated 2026-10-10
Claim your profileMona Arabshahi is a financial advisor at Citigroup Global Markets Inc. in Calabasas, CA, CRD 5604176. Licenses and exams on the registration: Series 66. IAPD registration began 2008-12-15.
Registration
- CRD number
- 5604176
- Registration status
- Active
- IAPD registration
- 2008-12-15
- Industry Experience
- 17 years
- Work Experience
- 23 years
- States registered
- CA
Licenses and exams
- Series 66
Work history
- 2002-11 to 2020-07 · Wells Fargo Bank · Woodland Hills, CA
- 2011-01 to 2016-11 · Wells Fargo Advisors LLC · Woodland Hills, CA
- 2016-11 to 2020-07 · Wells Fargo Clearing Services, LLC · Woodland Hills, CA
- 2020-07 to 2023-05 · MUFG Union Bank · Westlake Village, CA
- 2020-08 to 2023-05 · Unionbanc Investment Services · Thousand Oaks, CA
- 2023-06 to 2025-08 · U.S. Bank · Upland, CA
- 2025-02 to 2025-08 · U.S. Bancorp Investments, Inc. · Upland, CA
- 2025-08 to Present · Citigroup · Calabasas, CA
Current employment
- Citigroup Global Markets Inc. · New York, NY
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
Mona Arabshahi is a financial advisor at Citigroup Global Markets Inc. in Calabasas, CA. Reported securities licenses include Series 66. The latest record indicates 17 years of industry experience and 23 years of reported work history. Reported roles include Citigroup, U.S. Bancorp Investments, Inc., U.S. Bank, Unionbanc Investment Services, among others.
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
Location
Cwm Retail, Sales, Calabasas, CA 91302
2 advisors at this office.
Contact
The firm's filed contact details.
Official record
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