Weirong Zhang

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

• 02/2021 → 07/2021
  Hsbc Securities (Usa) Inc.
  New York, NY
• 11/2018 → 07/2021
  Hsbc Bank Usa, N.A.
  New York, NY
• 09/2015 → 02/2022
  Marketamerica.cOm/Shop.cOm
  New York, NY
• 07/2021 → 01/2022
  Jp Morgan Chase Bank, N.A.
  New York, NY
• 07/2021 → 01/2022
  Jp Morgan Securities Llc
  New York, NY
• 02/2022 → Present
  Citigroup
  New York, NY

Previous Registrations

• 2022-04-23 → 2010-06-30
  Citi Private Alternatives, Llc
  New York, NY
  Point Pleasant, NJ

Other Businesses

Entity Name: marketamerica/shop.com Investment related: N "Address: address: 1302 Pleasant Ridge Road, Greensboro, NC website: www.marketamerica.com" Nature of the other business: E-Commerce Position/Title/Relationship: Employee/Contractor Start Date: 09/02/2015 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 "Briefly describe your duties: I signed up as an independent distributor at the company, which is a product brokerage company and has an online platform - shop.com. I will not be selling the products or doing the business. I become a distributor so that I can use the products myself. It is not investment related and different from my role at Citi

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-23
• S63 Uniform Securities Agent State Law Examination
  2021-05-14