Scott Chelist

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

• 08/2020 → 03/2021
  Td Ameritrade
  St. Louis, MO
• 02/2020 → 06/2020
  Paulo Products Company
  St. Louis, MO
• 10/2019 → 02/2020
  Project Greenlight Kratom Plus Cbd
  Brentwood, MO
• 09/2019 → 10/2019
  Hawthorn Leadership School For Girls
  St. Louis, MO
• 07/2018 → 07/2019
  Saul Mirowitz Jewish Community School
  Creve Coeur, MO
• 10/2016 → 07/2018
  Spectrum Business
  Ballwin, MO
• 05/2016 → 09/2016
  Camp Young Judaea
  Amherst, NH
• 09/2015 → 09/2016
  Mary Institute And St. Louis Country Day School
  Ladue, MO
• 04/2021 → 10/2021
  Disys
  St. Louis, MO
• 06/2021 → 10/2021
  Wells Fargo Clearing Services
  St. Louis, MO
• 11/2021 → 04/2023
  Wells Fargo Clearing Services
  St Louis, MO
• 05/2023 → Present
  Citigroup
  O'FAllon, MO

Previous Registrations

• 2022-02-01 → 2023-04-27
  Wells Fargo Clearing Services, Llc
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2022-02-01
• S63 Uniform Securities Agent State Law Examination
  2021-01-11

Other Names

• Scott Jeffrey Chelist
• Scott Chelist
• Scott J Chelist