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Karson Barstad

Citigroup Global Markets Inc.

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About Karson Barstad

Karson Barstad is a registered representative at Citigroup Global Markets Inc. Karson is licensed to provide investment advice and securities services in 53 states. Karson has passed the Series 63, Series 86, Series 87, and SIE exams. Karson has been in the financial services industry since January 18, 2023. Karson's firm, Citigroup Global Markets Inc., is a large financial institution with over $50 billion in assets under management. Citigroup Global Markets Inc. offers a wide range of financial services, including investment advice, securities brokerage, and asset management. Citigroup Global Markets Inc.'s clients include individuals, businesses, and institutions.

Firm Information

Karson Barstad is currently registered with Citigroup Global Markets Inc.. Citigroup Global Markets Inc. is a corporation formed in October 1998, headquartered in New York, NY. The firm provides a wide range of investment advisory services including financial planning, asset allocation advice, pension consulting, publication of periodicals, selection of other advisors, and portfolio management for individuals, businesses, and other clients. With over 10,000 employees, including licensed agents, investment advisor representatives, and registered representatives, Citigroup Global Markets Inc. manages over $40 billion in assets for clients across various client types, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm is registered with the SEC and in all 50 states.
Citigroup Global Markets Inc.

388 GREENWICH STREET

NEW YORK, NY 10013

$40.52B

Assets Under Management

11,754

Total Clients

3,637

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation advice

Asset allocation advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Karson Barstad’s Registration & Firm History

NY

01/19/2023 - Present

Citigroup Global Markets Inc. (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/08/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/19/2023

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 11/26/2022

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 06/28/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

New York Stock Exchange

Disclosures

There are no public disclosures for Karson Barstad.
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