Michael Drum

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

• 09/2017 → 09/2023
  The Vanguard Group, Inc.
  Malvern, PA
• 10/2016 → 06/2017
  Rutgers Recreation Department
  New Brunswick, NJ
• 06/2016 → 08/2016
  Cracker Barrel Restaurant
  Mount Laurel, NJ
• 03/2013 → 06/2016
  Medford Leas Retirement Community
  Medford, NJ
• 09/2013 → 06/2017
  Rutgers University
  New Brunswick, NJ
• 09/2023 → Present
  Citigroup
  New York, NY

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-10-31

Designations

• Chartered Financial Analyst

Other Names

• Mike Drum
• Michael Timothy Drum
• Michael Drum