Morgan Stanley
47yrs
Top advisor by experience in New York
29yrs
Sofia Kostopoulos
Full name on record: Sofia E Kostopoulos
Financial advisor at Citigroup Global Markets
Sofia Kostopoulos has worked in the financial industry for 29 years and is a fiduciary financial advisor based in New York, New York. After two years at Wells Fargo Advisors and a year at J.P. Morgan Securities, Sofia joined Citigroup Global Markets in 2024, 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 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 9% by experience at Citigroup Global Markets
Office388 Greenwich Street Tower Building, New York, NY 10013
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
- 2024 – nowCitigroup Global Markets Inc.Current firm
- Apr 2021 – Jan 2023Wells Fargo Clearing Services, LLCPreviously
- Feb 2020 – Mar 2021J.P. Morgan Securities LLCPreviously
- Apr 2019 – Dec 2019Wells Fargo Clearing Services, LLCPreviously
- 2013 – 2019Citigroup Global Markets Inc.Previously
Contact Sofia
(212) 816-6000Citigroup Global Markets main office 388 Greenwich Street Tower BuildingNew York, NY 10013Office · Get directions YouTube channelCitigroup Global Markets
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Questions to ask Sofia
Tailored to Sofia’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 Sofia
How do I contact Sofia?
Call Citigroup Global Markets at (212) 816-6000 and ask for Sofia Kostopoulos. Sofia works from the New York, NY office.
How long has Sofia been a financial advisor?
Sofia has been in the industry since 1997, about 29 years. Top 9% by experience at Citigroup Global Markets.
What licenses does Sofia hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Sofia a fiduciary?
Sofia is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sofia paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Sofia 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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