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Adam Meshel

Co-General Counsel at Citigroup Global Markets

No current adviser or broker registrationSEC record checked 17 October 2026

0
Past adviser firms
3
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Adam Meshel is Co-General Counsel of Citigroup Global Markets Inc., a New York investment adviser managing $56B. Adam Meshel has passed the Series 7, SIE and Series 79TO.

Role at Citigroup Global Markets

Title on Schedule A
Co-General Counsel
Control
Adam Meshel is a control person of Citigroup Global Markets.
Ownership
An individual ownership band is not available in the source record.
Tenure
Adam Meshel has held the filed role since April 2013.

The firm

Citigroup Global Markets Inc.
New York, NY

Form ADV filed 10 September 2026

$56B AUM59,829 clients4,078 advisers26 offices

Career on record

Firms and exams, newest first
  1. Passed Series 79TO · 2023
  2. Passed SIE · 2018
  3. Passed Series 7 · 1998

Registrations and exams

No current adviser or broker registration. Adam Meshel has passed 3 qualifying exams.

Examinations

Series 79TO2 January 2023
Name
Investment Banking Registered Representative Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 726 August 1998
Name
General Securities Representative Examination

Individual record

Full name
Adam Reid Meshel
CRD
3101145
Firm
Citigroup Global Markets Inc.
Registration status
No current adviser or broker registration

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Adam Meshel work?

Adam Meshel has been Co-General Counsel of Citigroup Global Markets Inc. since April 2013, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 10 September 2026

Does Adam Meshel have a current investment-adviser registration?

Adam Meshel has no current investment-adviser or broker registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has Adam Meshel passed?

Adam Meshel has passed 3 licensing exams: the Series 7, SIE and Series 79TO. The earliest, the Series 7, was passed in August 1998.

Source: IAPD individual record, checked 17 October 2026

Leadership at Citigroup Global Markets

Sources

  1. IAPD individual record, CRD 3101145. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Citigroup Global Markets Inc., filed 10 September 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Adam Meshel or Citigroup Global Markets Inc. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.