Colby Carter

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

• 08/2019 → 04/2020
  Jimmy Johns
  Gainesville, FL
• 02/2025 → 06/2025
  Fidelity Investments
  Jacksonville, FL
• 06/2019 → 08/2019
  Jimmy Johns
  Jacksonville, FL
• 05/2023 → 02/2025
  Gatorsoles
  Jacksonville, FL
• 12/2014 → 06/2019
  Unemployed
  Jacksonville, FL
• 06/2022 → 05/2023
  Unemployed
  Jacksonville, FL
• 01/2024 → 01/2025
  House & Haven
  Jacksonville, FL
• 04/2020 → 02/2022
  Unemployed
  Jacksonville, FL
• 02/2022 → 06/2022
  University Athletic Association
  Gainesville, FL
• 06/2025 → Present
  Citigroup
  Jacksonville, FL

Other Businesses

OBA-116777|OrgNmn:GatorSoles|Org Addr:Jacksonvil,Florida,US|OBA Nature:LLC selling shoes|Invst Rel:N|Title:Founder|Duties:Selling shoes online|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2025-02-06