Ruirui Zhu

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

• 12/2021 → Present
  Citibank Na
  Nyc, NY
• 08/2018 → 12/2021
  Citibank Canada
  Montreal
• 09/2016 → 08/2018
  Citibank Canada
  Vancouver
• 03/2015 → 09/2016
  Ubs Canada
  Vancouver

Previous Registrations

• 2022-08-19 → 2010-06-30
  Citi Private Alternatives, Llc
  New York, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-08-19