Joseph Sun

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

• 06/2023 → Present
  Citigroup
  Wilmington, DE
• 06/2022 → 08/2022
  Brown Brothers Harriman
  Wilmington, DE
• 08/2021 → 04/2022
  Sellers Dorsey
  Philadelphia, PA
• 08/2019 → 05/2023
  University Of Delaware
  Newark, DE
• 06/2017 → 09/2017
  Texas Roadhouse
  Middletown, DE
• 08/2015 → 05/2019
  Charter School Of Wilmington
  Wilmington, DE
• 06/2019 → 08/2019
  Back Creek Golf Club
  Middletown, DE

Exams

• S66 Uniform Combined State Law Examination
  2024-06-22