Michael Drew Leary

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

• 12/2016 → 10/2020
  Raymond James Financial Services, Inc.
  St. Petersburg, FL
• 08/2016 → 12/2016
  Raymond James Financial Services, Inc.
  St. Petersburg, FL
• 06/2014 → 12/2016
  Saint Petersburg College
  St. Petersburg, FL
• 02/2018 → 10/2020
  Raymond James Financial Services Advisors Inc.
  St. Petersburg, FL
• 11/2020 → 04/2021
  Citigroup
  Tampa, FL
• 04/2021 → 07/2023
  Raymond James & Associates, Inc.
  St. Petersburg, FL
• 02/2022 → 07/2023
  Raymond James Financial Services, Inc.
  St. Petersburg, FL
• 02/2022 → 07/2023
  Raymond James Financial Services Advisors, Inc
  St. Petersburg, FL
• 07/2023 → Present
  Citigroup
  Tampa, FL

Previous Registrations

• 2021-05-19 → 2023-07-18
  Raymond James & Associates, Inc.
  Clearwater, FL
  St. Petersburg, FL
• 2022-06-16 → 2023-07-18
  Raymond James Financial Services Advisors, Inc
  St.PEtersburg, FL
• 2021-01-04 → 2021-04-16
  Citigroup Global Markets Inc.
  Tampa, FL
  New York, NY
• 2018-02-20 → 2020-10-08
  Raymond James Financial Services Advisors, Inc
  St. Petersburg, FL

Other Businesses

OA name: The Boat Docktors, LLC, Nature: Family-owned Marine Repair company (Investment-related: No, Location: Saint Petersburg, FL, started 03/01/2023), Title: Mechanic, Duties: Family-owned Marine Repair company where I help service and repair boats on the weekend, Hours: (0 during trading hours/month, 1-5 during non-trading hours/month).

Exams

• S66 Uniform Combined State Law Examination
  2018-02-12

Other Names

• Michael Drew Leary
• Michael Leary