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
Somers, NY 10589
Credentials
Series 63, Series 66
Industry experience
26 years
Based on Citigroup Global Markets
Cwm Retail, Sales, 332 Route 100 North
Somers, NY 10589
New York
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2015 - Present (11 years)
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2015 - Present (11 years)
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2015 - Present (11 years)
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2005 - Present (21 years)
Greenpoint Securities Llc
2004 - Present (22 years)
Essex National Securities, Inc.
1999 - Present (27 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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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Series 63, Series 65
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CFA®
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