Sean Michael Klag

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

• 05/2022 → 11/2023
  Bank Of America
  Brielle, NJ
• 12/2023 → 03/2026
  Citibank
  New York, NY
• 09/2019 → 08/2020
  Brookdale Community College
  Lincroft, NJ
• 09/2020 → 05/2022
  Rutgers Business School
  New Brunswick, NJ
• 12/2013 → 08/2020
  The Mug Rack
  Jackson, NJ
• 05/2017 → 08/2020
  Enzos Pizzeria
  Jackson, NJ
• 09/2014 → 05/2019
  Jackson Memorial High School
  Jackson, NJ
• 03/2026 → Present
  Citibank
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2026-02-27