Desiree Bernales Lukian

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

• 05/2025 → Present
  Citigroup Global Markets Inc.
  Chicago, IL
• 03/2022 → 05/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 04/2022 → 05/2025
  Bank Of America, N.A.
  Chicago, IL
• 01/2013 → 03/2022
  Citigroup Global Markets Inc.
  Chicago, IL

Previous Registrations

• 2022-05-05 → 2025-05-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 2007-05-29 → 2022-03-11
  Citigroup Global Markets Inc.
  Chicago, IL
  Washington, DC
  New York, NY
• 2007-02-06 → 2007-05-29
  Citicorp Investment Services
  Washington, DC
  Washington, DC

Exams

• S66 Uniform Combined State Law Examination
  2006-10-02

Other Names

• Desiree Macaraeg Bernales
• Desiree M Lukian
• Desiree B Lukian
• Ma Desiree Bernales Lukian
• Madesiree Bernales Lukian
• Desiree Bernales Lukian
• Desiree Lukian