J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
30yrs
Peter Hooker
Financial advisor at Citigroup Global Markets
Based in San Francisco, California, Peter Hooker is a fiduciary financial advisor with 30 years of industry experience. Peter has been with Citigroup Global Markets since 2022; before that, Peter spent 12 years at Wells Fargo Advisors and eight years at Wells Fargo Investments. Citigroup Global Markets offers financial planning, investment management, and private fund management and is paid through a percentage of assets and flat fees.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 7% by experience at Citigroup Global Markets
OfficeCiti Private Bank 1 Market Plaza, 42nd Floor, San Francisco, CA 94105
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.
Career
- 2022 – nowCitigroup Global Markets Inc.Current firm
- 2011 – 2022Wells Fargo Clearing Services, LLCPreviously
- 2002 – 2011Wells Fargo Investments, LLCPreviously
Contact Peter
(212) 816-6000Firm headquarters in New York, NY. Ask for Peter. Citi Private Bank 1 Market Plaza, 42nd FloorSan Francisco, CA 94105Office · Get directions YouTube channelCitigroup Global Markets
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Questions to ask Peter
Tailored to Peter’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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 Peter
How do I contact Peter?
Call Citigroup Global Markets at (212) 816-6000 and ask for Peter Hooker. Peter works from the San Francisco, CA office.
How long has Peter been a financial advisor?
Peter has been in the industry since 1996, about 30 years. Top 7% by experience at Citigroup Global Markets.
What licenses does Peter hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Peter 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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