Advisor at Citigroup Global Markets
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Citigroup Global Markets
Location
Port Jefferson, NY 11776
Credentials
Series 66
Industry experience
3 years
Based on Citigroup Global Markets
Citi Wealth Management, Sales, 4800 Nesconset Highway, Ste 1
Port Jefferson, NY 11776
New York
Citigroup
2025 - Present (1 year)
Island Trees High School
2024 - 2025 (1 year)
Bank Of America N.A.
2021 - 2024 (3 years)
Merrill
2021 - 2024 (3 years)
UnEmployed
2021 - 2021 (1 year)
University of Notre Dame
2019 - 2019 (1 year)
Robert Morris University
2018 - 2021 (3 years)
Hofstra University
2016 - 2018 (2 years)
Farmingdale High School
2015 - 2016 (1 year)
For The Love of the Game Lacrosse, INC.
2015 - 2016 (1 year)
Major League Lacrosse
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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CFP®, Series 63, Series 65
Bayport, NY
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Series 65
Setauket, NY
Old Field Advisors LLC
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