Larisa Sharockman

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

• 11/2014 → 11/2016
  Wells Fargo Advisors, Llc
  St Louis, MO
• 11/2016 → 05/2022
  Wells Fargo Clearing Services, Llc
  St Louis, MO
• 05/2022 → Present
  Citigroup
  O'FAllon, MO

Previous Registrations

• 2014-12-09 → 2022-05-24
  Wells Fargo Advisors Financial Network, Llc
  St. Louis, MO
• 2014-12-09 → 2022-05-24
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
• 2014-04-14 → 2014-11-28
  Sterneck Capital Management Llc
  St. Louis, MO
  Kansas City, MO
• 2009-07-08 → 2013-10-14
  Charles Schwab & Co., Inc.
  Chesterfield, MO
• 2008-01-14 → 2009-02-19
  Strategic Advisers Llc
  Oakbrook, IL
• 2005-12-08 → 2007-11-16
  Bmo Harris Financial Advisors, Inc.
  Des Plaines, IL
  Naperville, IL
  Frankfort, IL
  Algonquin, IL
  Buffalo Grove, IL
  Crystal Lake, IL
  Hoffman Estates, IL
  Vernon Hills, IL
  Cary, IL
  Fox River Grove, IL
  Woodstock, IL
  Mchenry, IL
  Marengo, IL
  Huntley, IL
  West Dundee, IL
  Round Lake Heights, IL
  Fox Lake, IL
  Winnetka, IL
  Lake Forest, IL
  Niles, IL
  Park Ridge, IL
  Glencoe, IL
  Northbrook, IL
  Northbrook, IL
  Libertyville, IL
  Libertyville, IL
  Mundelein, IL
  Wilmette, IL
  Wilmette, IL
  Evanston, IL
  Chicago, IL
  Schaumburg, IL
  Palatine, IL
  Wheeling, IL
  Buffalo Grove, IL
  Elk Grove, IL
  Bensenville, IL
  Arlington Heights, IL
  Chicago Heights, IL
  Flossmoor, IL
  Palatine, IL
  Palatine, IL
  Buffalo Grove, IL
  Palatine, IL
  Elk Grove, IL
  Rolling Meadows, IL
  Arlington Heights, IL
  Summit, IL
  Orland Park, IL
  Midlothian, IL
  Evergreen Park, IL
  Frankfort, IL
  Mt Prospect, IL
  Schaumburg, IL
• 2005-07-11 → 2005-12-31
  Harrisdirect Llc
  Roselle, IL
• 2005-04-18 → 2005-06-27
  Td Ameritrade, Inc.
  Chicago , IL
• 1999-11-23 → 2004-11-29
  Charles Schwab & Co., Inc.
  Barrington, IL

Other Businesses

ABC Health Care Program, Inc; Not Investment-related; Nature: I will be caretaker for my mother. She is entitled to compensated care and there is nobody available to assist on the weekend. I will be assisting my mother with daily functions on weekend hours. Caretakers are entitled to be compensated ; St. Louis, Missouri; Started: March 14, 2025; Title: Caretaker; Duties: I will be assisting my mother with grocery shopping, cleaning, bathing, cooking. This will be over weekends and not interfere with my citi responsibilities. ; No time is devoted each month during securities trading hours; 3-8 hours are devoted each month outside of securities trading hours.///OA name: Aging Well Healthcare, Nature: Home Health Agency assisting elderly with everyday activities such as meal preparation, shopping, cleaning, bathing., (Investment-related: No, Location: St. Louis, Missouri, started 03/09/2026), Title: Caregiver, Duties: I will be assisting my mom with daily activities. 1-5 hours on either Saturday or Sunday, Hours: (0 trading hours, 1-5 non-trading hours/month).

Exams

• S66 Uniform Combined State Law Examination
  2005-04-04
• S63 Uniform Securities Agent State Law Examination
  1995-05-23

Other Names

• Larisa Gershilevich