Citigroup Global Markets Inc

Investment Advisor
in New York, NY
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About this Advisor

Kalpana Krishnan is a financial advisor in New York, New York. Currently a registered advisor with Citigroup Global Markets Inc, Krishnan has 14 years of practice in the financial advisory industry. Krishnan maintains a Series 63 license, designating the advisor as a securities broker. Krishnan is able to work with investors in New Jersey. During their career, Krishnan has held roles at Columbia Management - Bank Of America, Citigroup and U.S. Trust - Bank Of America Private Wealth Management. Citigroup Global Markets Inc is headquartered in New York, New York, and operates out of 631 other offices in the nation. In total, Citigroup Global Markets Inc oversees $31 billion in assets across 43,518 accounts and employs more than 8,126 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the United States. The firm manages 20,508 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 9% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Citigroup Global Markets Inc can provide 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. The firm's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

14 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees



Office Location

Citi Private Bank 153 East 53Rd St., 23Rd Floor, Suite L
New York, NY 10022

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Citigroup Global Markets Inc Brokerage Details

Total Assets Under Management


NY Average: $7,464,549,021
Total Number of Employees


NY Average: 88
Total Number of Accounts


NY Average: 3,892
Average Account Size


NY Average: $1,917,921

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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

Kalpana Krishnan Work History

Kalpana has 14 years of experience.

2014 - Present (5 years)


2010 - 2014 (4 years)

U.S. Trust - Bank Of America Private Wealth Management

2004 - 2010 (6 years)

Columbia Management - Bank Of America


Kalpana Krishnan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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