Evan J Steinlauf

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

• 01/2004 → 02/2025
  Jp Morgan Chase Bank
  New York, NY
• 10/2012 → 02/2025
  J.P. Morgan Securities Llc
  Rockville Centre, NY
• 01/2018 → 02/2025
  Jpmorgan Chase Bank, N.A.
  Lindenhurst, NY
• 02/2025 → Present
  Citi Wealth Management
  Merrick, NY

Previous Registrations

• 2012-10-01 → 2025-02-25
  J.P. Morgan Securities Llc
  Rockville Centre, NY
  Lindenhurst, NY
  Lindenhurst, NY
• 2005-05-11 → 2012-10-01
  Chase Investment Services Corp.
  Rockville Centre, NY
  Brooklyn, NY
  Brooklyn, NY

Exams

• S66 Uniform Combined State Law Examination
  1999-05-18

Other Names

• Evan Jon Steinlauf
• Evan J Steinlauf
• Evan Steinlauf