Dylan Bowsky

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

• 12/2018 → 07/2020
  J.P. Morgan Securities Llc
  Foster City, CA
• 05/2018 → 12/2018
  Us Bank
  Alameda, CA
• 04/2017 → 09/2018
  Pf Chang's
  Pleasanton, CA
• 01/2015 → 04/2017
  Applebee's
  Hayward, CA
• 09/2014 → 06/2018
  California State University, East Bay
  Hayward, CA
• 12/2018 → 07/2020
  J.P. Morgan Chase Bank, N.A.
  Foster City, CA
• 06/2023 → 01/2026
  Wells Fargo Clearing Services, Llc
  San Mateo, CA
• 06/2023 → 01/2026
  Wells Fargo Bank, Na
  San Mateo, CA
• 07/2020 → 03/2021
  Unemployed
  Hayward, CA
• 03/2021 → 06/2023
  Provident Credit Union
  Redwood City, CA
• 01/2026 → Present
  Citigroup
  Foster City, CA

Previous Registrations

• 2025-11-07 → 2026-01-13
  Wells Fargo Clearing Services, Llc
  Palo Alto, CA
  San Mateo, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-01
• S63 Uniform Securities Agent State Law Examination
  2023-08-18

Other Names

• Dylan Bowsky
• Dylan R Bowsky
• Dylan Ray Bowksy
• Dylan Ray Bowsky