Ashana Patrice Harp

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

• 09/2011 → 09/2018
  Jp Morgan Chase Bank
  Lawrence, NY
• 10/2012 → 09/2018
  J.P. Morgan Securities Llc
  Lawrence, NY
• 08/2019 → 05/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 08/2019 → 07/2022
  Bank Of America N.A.
  New York, NY
• 09/2018 → 08/2019
  Unemployed
  Tampa, FL
• 08/2019 → 01/2021
  Saint John's University
  Jamaica, NY
• 07/2022 → Present
  Citigroup
  New York, NY

Previous Registrations

• 2021-01-05 → 2022-07-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Massapequa Park, NY
  New York, NY
  Astoria, NY
  Jamaica, NY
  Brooklyn, NY

Exams

• S66 Uniform Combined State Law Examination
  2020-12-30
• S63 Uniform Securities Agent State Law Examination
  2012-05-26

Other Names

• Ashana P Harp
• Ashana Harp
• Ashana Patrice Harp
• Ashana Patrice Harp