Bruce Kirkwood Harris

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

• 08/2015 → 01/2018
  Torino Capital Llc
  New York, NY
• 07/2018 → Present
  Citigroup
  New York City, NY
• 01/2018 → 07/2018
  Unemployed
  Pelham, NY

Other Businesses

ELLA SEED LLC (IL); WORKING INTEREST IN AN OIL LEASE; PASSIVE NOT INVESTMENT-RELATED; 258 EASTLAND AVENUE, PELHAM, NY 10803; FALL 2007; 1 HOUR/MONTH DURING NON-WORKING HOURS ONLY; SOLE MEMBER LLC. ///// LAWRENCE COUNTY, IL; OWNED AND LEASED FARMLAND; PASSIVE NOT INVESTMENT-RELATED; 1 HOUR/WK DURING NON-WORKING HOURS ONLY. ///// LEE KIRKWOOD LLC; OIL ROYALTIES; PASSIVE NOT INVESTMENT-RELATED, 5100 RIDGE OAK AUSTIN TX; CO-MANAGER WITH PATRICIA HARRIS; MAY 2015; 1 HOUR/MONTH NON-WORKING HOURS ONLY.//// Victoria Farms LLC (Hay Farm); Not investment-related; Fort Edward, NY; Affiliation started 01/10/2013; Title: Member/Manager; Duties: Normal duties associated with LLC and maintenance/improvement of the property and the potential lease for commercial venture; No time is devoted during securities trading hours; 1 hour is devoted each month outside securities trading hours. ///// Kirkwood Management Trust; Investment-related; Nature: Renting out Trust's house in Austin, Texas; Austin, Texas; Started: 5/1/2019; Title: Trustee; Duties: I am Trustee of this irrevocable descendant Trust, formed 09-05-21 when my Mother passed away. The Trust owns a house and as Trustee I rent it out.; 0 hours are devoted each month during securities trading hours; 2 hours are devoted each month outside of securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-20
• S63 Uniform Securities Agent State Law Examination
  2011-07-11