Tara Hung Peng

Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → 12/2021
  Hsbc Bank Usa N.A.
  Rowland Heights, CA
• 12/2021 → Present
  Citigroup
  Rowland Hts, CA

Previous Registrations

• 2013-04-26 → 2021-12-03
  Hsbc Securities (Usa) Inc.
  Rowland Heights, CA

Other Businesses

Rental Property - Diamond Bar, CA; Investment-related; Affiliation started on 06/08/2008; Title: Owner of rental Property; Duties: Provide rental property to my tenant to rent; 0 hours devoted each month during securities trading hours; 1 hour devoted each month outside securities trading hours.///// Rental Property - Corona, CA; Investment-related; Affiliation started on 04/30/2014; Title: Owner of rental Property; Duties: Provide rental property to my tenant to rent; 0 hours devoted each month during securities trading hours; 1 hour devoted each month outside securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2013-04-25
• S63 Uniform Securities Agent State Law Examination
  2006-05-16

Other Names

• Bei-Ju Barry
• Tara Barry
• Bei-Ju Barry
• Bei-Ju Hung Barry
• Tara Hung Barry