Rong Ling
Lin
Citigroup Global Markets Inc
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About this Advisor
Rong Ling Lin is a financial advisor who works out of Fort Lee, New Jersey with 3 years of relevant experience. Lin is currently employed by Citigroup Global Markets Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Citibank and Citigroup. Lin holds Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to operate in New Jersey. Citigroup Global Markets Inc is a company that has its headquarters in New York, NY. It has offices in 733 locations and a total of 7,927 financial advisors. It has $35 billion in assets under management between its 53,776 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 140 charities and foundations. Of its 53,776 client accounts, 32% are held by high-net-worth clients who have greater than $1 million in assets. The advisory firm provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services and other services. Financial management fees typically vary depending on the financial services. Fees billed by Citigroup Global Markets Inc may include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Citigroup Global Markets Inc Brokerage Details
$34,863,982,805
7,927
53,776
$648,319
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Other
Rong Ling Lin Work History
Rong Ling has been registered as a financial advisor for 3 years.*
Citigroup
Merrill Lynch, Pierce, Fenner & Smith Inc
Citibank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Rong Ling Lin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Citigroup Global Markets Inc
Naperville, IL
New York, NY
Houston, TX
Boston, MA
New York, NY
Bay Shore, NY
Boca Raton, FL
Fort Lee, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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