Eric Karl Schuller

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

• 05/2016 → 02/2022
  Citi Private Bank
  Chicago, IL
• 02/2022 → Present
  Citigroup
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2022-07-16
• S63 Uniform Securities Agent State Law Examination
  2005-07-28

Other Names

• Eric K Schuller
• Eric Karl Schuller