Robert Hearn

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

• 08/2009 → 08/2017
  Deustche Bank Ag, London (An Affiliate Of Dbsi)
  London
• 08/2017 → 01/2022
  Jp Morgan Chase Bank, N.A.
  Houston, TX
• 01/2022 → Present
  Citigroup
  Houston, TX

Previous Registrations

• 2022-02-28 → 2010-06-30
  Citi Private Alternatives, Llc
  Houston, TX
  Denver, CO
  Houston, TX

Other Businesses

Intermittent Rental Property - Beaver Creek, CO; Investment-related; Nature: 'Fractional ownership' of property. Property is owned just one week of the year. Property is used for personal use except when school holidays don't align. Property will be rented out intermittently when not in use. ; St James, 210 Offerson Rd, #414, Week 11, Beaver Creek, CO 81620; Started: 3/21/2023; Title: Joint owner with my wife. ; Duties: Not applicable. My wife and I don't work for them. ; No time is devoted each month during securities trading hours; No time is devoted each month outside of securities trading hours. /////

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-26
• S63 Uniform Securities Agent State Law Examination
  2017-10-13