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Myrna Nasser

Citigroup Global Markets Inc.

Rockville, MD

Mclean, VA

CRD 7027993

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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:

Current Employers
Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-01-11
  • VA RA
    APPROVED
    Since 2022-01-11

Branch Locations

Citi Wealth Management, Sales 822 Rockville Pike, Rockville, MD 20852 • United States

Cwm Retail, Sales 6643 Old Dominion Drive, Mclean, VA 22101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Bank, Na Mclean VA 08/2016 11/2021
Wells Fargo Clearing Services, Llc Mclean VA 10/2018 11/2021
Citigroup Vienna VA 11/2021 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-13
S63 Uniform Securities Agent State Law Examination 2019-01-19
  • S65 Uniform Investment Adviser Law Examination
    2019-02-13
  • S63 Uniform Securities Agent State Law Examination
    2019-01-19
Other Names
  • Myrna Youssef Nasser
  • Myrna Jamal
  • Myrna Nasser Jamal

View on SEC IAPD

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Nearby Investors

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Nearby Offices

LPL FINANCIAL LLC · ROCKVILLE, MD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCKVILLE, MD
NAVY FEDERAL INVESTMENT SERVICES, LLC · Rockville, MD

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