Richard Davidson

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

• 01/1990 → 05/2022
  Westchester Chiropractic And Wellness
  Harrison, NY
• 06/2022 → 08/2022
  Retired
  New Rochelle, NY
• 09/2022 → 12/2024
  Fidelity Investments
  Greenwich, CT
• 01/2025 → Present
  Citigroup
  Cos Cob, CT

Previous Registrations

• 2023-04-10 → 2025-01-06
  Fidelity Personal And Workplace Advisors
  Greenwich, CT

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-02-27
• S65 Uniform Investment Adviser Law Examination
  2022-08-22

Other Names

• Dick Davidson
• Richard H Davidson
• Richardh Davidson