Morgan Stanley
47yrs
Top advisor by experience in New York
28yrs
Benjamin Cheung
Financial advisor at Citigroup Global Markets
Benjamin Cheung has worked in the financial industry for 28 years and is a fiduciary financial advisor based in New York, New York. After a year at TD Ameritrade and a year at TD Ameritrade Investment Management, Benjamin joined Citigroup Global Markets in 2015, a firm offering financial planning, investment management, and private fund management. Citigroup Global Markets reports being 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
Experience28 years (since 1998)
How that compares ?Top 11% by experience at Citigroup Global Markets
OfficeCiti Wealth Management, Sales 120 Broadway, New York, NY 10271
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$714,318
Advisors at the firm2,402
States licensed ?2 states
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
- 2015 – nowCitigroup Global Markets Inc.Current firm
- Aug 2014 – Nov 2015TD Ameritrade, Inc.Previously
- Aug 2014 – Nov 2015TD Ameritrade Investment Management, LLCPreviously
Questions to ask Benjamin
Tailored to Benjamin’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Benjamin
How do I contact Benjamin?
Call Citigroup Global Markets at 212-816-6000 and ask for Benjamin Cheung. Benjamin works from the New York, NY office.
How long has Benjamin been a financial advisor?
Benjamin has been in the industry since 1998, about 28 years. Top 11% by experience at Citigroup Global Markets.
What licenses does Benjamin hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Benjamin a fiduciary?
Benjamin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Benjamin paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Benjamin 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.
Other advisors nearby
Oppenheimer & Co.
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
Crews & Associates
47yrs
Top advisor by experience at Crews & Associates