Brandon Scott Fisk

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:

Current Employers

Citigroup Global Markets Inc.

388 Greenwich Street, New York, NY 10013 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-08-04
NY	RA	APPROVED	2026-08-04

NJ RA
APPROVED

Since 2026-08-04
NY RA
APPROVED

Since 2026-08-04

Branch Locations

Summit, NJ • United States

Citi Private Bank 300 South Grand Avenue, Suite 3130, Los Angeles, CA 90071 • United States

Citi Private Bank 388 Greenwich Street, 25Th/29Th Floor, New York, NY 10013 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Metlife Investors Distribution Company	35 Edison Drive	NJ	05/2012	03/2017
Brighthouse Securities, Llc	Johnson City	NY	03/2017	11/2022
Wells Fargo Advisors Financial Network, Llc	Chatham	NJ	11/2022	06/2025
Transamerica Capital, Llc	Denver	CO	06/2025	08/2026
Citigroup Global Markets Inc	New York	NY	08/2026	Present
Citi Private Alternatives, Llc	New York	NY	08/2026	Present

05/2012 → 03/2017

Metlife Investors Distribution Company

35 Edison Drive, NJ
03/2017 → 11/2022

Brighthouse Securities, Llc

Johnson City, NY
11/2022 → 06/2025

Wells Fargo Advisors Financial Network, Llc

Chatham, NJ
06/2025 → 08/2026

Transamerica Capital, Llc

Denver, CO
08/2026 → Present

Citigroup Global Markets Inc

New York, NY
08/2026 → Present

Citi Private Alternatives, Llc

New York, NY

Previous Registrations

2024-08-23 → 2025-06-16

Wells Fargo Advisors Financial Network, Llc

Chatham, NJ

Other Businesses

Summit Downtowners Association, non-investment related. Located: Summit, NJ. Nature: Social eating club. Position: Officer of organization handling collection of dues and payment of expenses of organization. Start: 6/2025. Hours spent per month during securities trading hours is zero. Hours spent per month during non-securities trading hours is zero.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-08-23
S63	Uniform Securities Agent State Law Examination	2010-11-02

S65 Uniform Investment Adviser Law Examination

2024-08-23
S63 Uniform Securities Agent State Law Examination

2010-11-02

Other Names

Brandon S Fisk

View on SEC IAPD