RBC Capital Markets
47yrs
Top advisor by experience in Beverly Hills
28yrs
Robert Baron
Financial advisor at Citigroup Global Markets
Based in Beverly Hills, California, Robert Baron is a financial advisor with 28 years of industry experience. Robert has been with Citigroup Global Markets since 2018. Robert holds the CFA designation.
At a glance
Experience28 years (since 1998)
How that compares ?Top 10% by experience at Citigroup Global Markets
OfficeCiti Private Bank 407 N. Maple Drive, Suite 150, Beverly Hills, CA 90210
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
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2018 – nowCitigroup Global Markets Inc.Current firm
Contact Robert
(212) 816-6000Firm headquarters in New York, NY. Ask for Robert. Citi Private Bank 407 N. Maple Drive, Suite 150Beverly Hills, CA 90210Office · Get directions 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 Baron. Robert works from the Beverly Hills, CA office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1998, about 28 years. Top 10% by experience at Citigroup Global Markets.
What licenses does Robert hold?
Series 63. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
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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