Wells Fargo Advisors
39yrs
Top advisor by experience in Oakbrook
5yrs
Rita Magic
Financial advisor at Citigroup Global Markets
Rita Magic has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Oakbrook, Illinois. After a year at Edward Jones and two years at J.P. Morgan Securities, Rita joined Citigroup Global Markets in 2026, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets and flat fees.
One of 36 advisors with offices in Oakbrook, and one of 33 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office1900 Spring Road, Oakbrook, IL 60523
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$714,318
Advisors at the firm2,402
States licensed ?1 state
Services through Citigroup Global Markets
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jan 2026 – nowCitigroup Global Markets Inc.Current firm
- Dec 2024 – Dec 2025Edward JonesPreviously
- 2022 – 2024J.P. Morgan Securities LLCPreviously
- Jan 2022 – Jul 2022LPL Financial LLCPreviously
Questions to ask Rita
Tailored to Rita’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Rita
How do I contact Rita?
Call Citigroup Global Markets at (212) 816-6000 and ask for Rita Magic. Rita works from the Oakbrook, IL office.
How long has Rita been a financial advisor?
Rita has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Rita hold?
Series 66. Tap any license on this page to see what it allows.
Is Rita a fiduciary?
Rita is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Rita paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Rita for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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