Citigroup Global Markets

Updated today

Find your advisor

Total assets under management

$56,006,655,920

Total clients

58,096

40% high-net worth

Total advisors

2,427

of 7,036 employees

Firm size

Institution

2,000+ advisors or $250B+ in AUM

Average clients per advisor

Average account size

$964,036

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Security ratings or pricing Asset allocation advice

Main office location

Citigroup Global Markets

388 Greenwich Street

New York NY 10013, United States

Number of offices

595

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Felony convictions

View

Investment-related misdemeanors

Investment-law violations

View

Authorization suspended

False statement or omission

View

Investment regulation violation

View

Caused license restriction

Regulatory order

View

License denied

View

Current proceeding

View

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website 212-816-6000

Advisors at this firm

Marie A

Series 66

Los Angeles, CA

Citigroup Global Markets

Wanqiu W

Series 66

Costa Mesa, CA

Citigroup Global Markets

Michael B

Series 63, Series 65

New York, NY

Citigroup Global Markets

Daniel W

Series 63, Series 66

New York, NY

Citigroup Global Markets

Kelly S

Series 66

Miami, FL

Citigroup Global Markets

Yolanda S

Series 63, Series 66

New York, NY

Citigroup Global Markets

Anand B

Series 63, Series 66

San Antonio, TX

Citigroup Global Markets

Jacqueline F

Series 66

Fountain Valley, CA

Citigroup Global Markets

Brandon M

Series 66

Port Jefferson, NY

Citigroup Global Markets

Celine C

Series 63, Series 65

Saratoga, CA

Citigroup Global Markets

Michael D

Series 63, Series 65

Florence, KY

Citigroup Global Markets

Jacob P

Series 66

Corona, CA

Citigroup Global Markets

Alejandro C

Series 66

Miami, FL

Citigroup Global Markets

Mainul H

Series 63, Series 66

Jacksonville, FL

Citigroup Global Markets

Ann T

Series 66

Beverly Hills, CA

Citigroup Global Markets

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support