Wahaj Aslam

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

• 09/2016 → 02/2017
  New York Life Insurance Company
  Stratford, CT
• 01/2017 → 02/2017
  Nylife Securities Llc
  Stratford, CT
• 03/2018 → 01/2022
  Usi Advisors, Inc.
  Glastonbury, CT
• 03/2017 → 02/2018
  Unemployed
  Rocky Hill, CT
• 01/2022 → Present
  Citigroup
  Stamford, CT

Previous Registrations

• 2019-10-30 → 2022-01-12
  Usi Advisors
  Glastonbury, CT

Exams

• S66 Uniform Combined State Law Examination
  2023-05-03

Designations

• Chartered Financial Analyst