Morgan Stanley
47yrs
Top advisor by experience in Palm Beach Gardens
32yrs
Michael Becker
Financial advisor at Citigroup Global Markets
Based in Palm Beach Gardens, Florida, Michael Becker is a fiduciary financial advisor with 32 years of industry experience. Michael has been with Citigroup Global Markets since 2026; before that, Michael spent six years at Merrill and three years at Truist Advisory Services. 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 1308 advisors with offices in Palm Beach Gardens, and one of 1187 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 5% by experience at Citigroup Global Markets
OfficePalm Beach Gardens, FL
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
- Mar 2026 – nowCitigroup Global Markets Inc.Current firm
- 2020 – 2026MerrillPreviously
- 2017 – 2019Truist Advisory Services, Inc.Previously
- 2008 – 2010BNY Mellon Securities CorporationPreviously
- 2006 – 2008Alliancebernstein L.P.Previously
Contact Michael
(212) 816-6000Firm headquarters in New York, NY. Ask for Michael. Palm Beach Gardens, FLOffice · Get directions YouTube channelCitigroup Global MarketsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Michael
Tailored to Michael’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 Michael
How do I contact Michael?
Call Citigroup Global Markets at (212) 816-6000 and ask for Michael Becker. Michael works from the Palm Beach Gardens, FL office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1994, about 32 years. Top 5% by experience at Citigroup Global Markets.
What licenses does Michael hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Michael 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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