Douglas Gonzalez

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

• 08/2011 → 06/2019
  Morgan Stanley
  New York, NY
• 01/2000 → Present
  Jedj Corp - Minority/Black Woman Owned Business. Non Investments
  New York, NY
• 02/2020 → 03/2021
  Dws -Deutsche Bank Wealth Services
  New York, NY
• 07/2022 → Present
  Citigroup
  New York, NY

Previous Registrations

• 2022-09-30 → 2010-06-30
  Citi Private Alternatives, Llc
  Goshen, NY
  Tampa, FL
  New York, NY
  Long Island City, NY
  Goshen, NY

Other Businesses

JEDJ Corp - Minority / Black Woman Owned Business. NON INVESTMENT RELATED owned by spouse. Spouse -former HR Director, - helps, - Honorably Discharged Veterans with resume writing and interview techniques. January, 2000 - Current. During business hours 0 (zero hours); After business hours - ONLY weekends- 30 Minutes. Job entails performing clerical and administrative work./// BIKE NEW YORK; Not Investment-related; Nature: Bike New York promotes and encourages bicycling and bicycle safety through education, community outreach, and events; ew York, NY; Started: January 1, 2010; Title: CYCLING INSTRUCTOR; Duties: I teach students how to safely ride a bike. This is seasonal. June - October; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours.///OA name: New York State, Notary Public, Nature: New York State, Notary Public, (Investment-related: No, Location: New York, New York, started 04/01/2026), Title: New York State, Notary Public, Duties: New York State, Notary Public, Hours: (0 trading hours, 1-5 non-trading hours/month).///

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-30
• S63 Uniform Securities Agent State Law Examination
  1992-09-15

Other Names

• Gonzalez
• Gonzalez