J.P. Morgan Securities
47yrs
Top 1% by experience in Los Angeles
29yrs
Robert Mourad
Financial advisor at Citigroup Global Markets
Based in Los Angeles, California, Robert Mourad is a fiduciary financial advisor with 29 years of industry experience. Robert has been with Citigroup Global Markets since 2026; before that, Robert spent four years at Galliott Capital Advisors and 11 years at UBS Financial Services. Robert holds the CFP® designation.
One of 3122 advisors with offices in Los Angeles, and one of 2892 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 9% by experience at Citigroup Global Markets
OfficeCiti Wealth Management, Sales 300 South Grand Avenue, Floor 31, Los Angeles, CA 90071
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2026 – nowCitigroup Global Markets Inc.Current firm
- 2022 – 2026Galliott Capital Advisors, LLCPreviously
- 2011 – 2022UBS Financial Services Inc.Previously
- 1997 – 2011UBS Financial Services Inc.Previously
Contact Robert
Citi Wealth Management, Sales 300 South Grand Avenue, Floor 31Los Angeles, CA 90071Office · Get directions Firm main line(212) 816-6000Headquarters: Citigroup Global Markets · New York, NY YouTube channelCitigroup Global Markets
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Questions to ask Robert
Tailored to Robert’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 Robert
How do I contact Robert?
Call Citigroup Global Markets at (212) 816-6000 and ask for Robert Mourad. Robert works from the Los Angeles, CA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1997, about 29 years. Top 9% by experience at Citigroup Global Markets.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Robert 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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