Gannon Patrick Morrison

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

• 06/2017 → 08/2017
  Enterprise Holdings
  Island Park, NY
• 06/2017 → 08/2017
  Stifel
  Garden City, NY
• 09/2016 → 12/2017
  Marist College
  Poughkeepsie, NY
• 01/2018 → 10/2018
  Unemployed
  Poughkeepsie, NY
• 10/2018 → 02/2019
  Axa Advisors, Llc.
  New York, NY
• 02/2019 → 08/2021
  Ubs Financial Services
  Weehawken, NJ
• 08/2021 → Present
  Citigroup Global Markets Inc.
  New York, NY

Previous Registrations

• 2019-03-29 → 2021-08-16
  Ubs Financial Services Inc.
  Weehawken, NJ
• 2021-11-17 → 2010-06-30
  Citi Private Alternatives, Llc
  Lynbrook, NY
  New York, NY
  New York, NY
  New York, NY
  Garden City, NY
  New York, NY
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-03-29
• S63 Uniform Securities Agent State Law Examination
  2018-12-11

Other Names

• Gannon Patrick Morrison
• Gannon Morrison