Morgan Stanley
47yrs
Top advisor by experience in New York
27yrs
Eric Mark is a fiduciary financial advisor in New York, New York, with 27 years in the industry. Eric joined Citigroup Global Markets in 2007, after five years at Citicorp Investment 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 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 13% by experience at Citigroup Global Markets
OfficeCWM Retail, Sales 12 W. 48th St., New York, NY 10036
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
- 2007 – nowCitigroup Global Markets Inc.Current firm
- 2002 – 2007Citicorp Investment ServicesPreviously
Contact Eric
(212) 816-6000Citigroup Global Markets main office CWM Retail, Sales 12 W. 48th St.New York, NY 10036Office · Get directions YouTube channelCitigroup Global Markets
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Questions to ask Eric
Tailored to Eric’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 Eric
How do I contact Eric?
Call Citigroup Global Markets at (212) 816-6000 and ask for Eric Mark. Eric works from the New York, NY office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1999, about 27 years. Top 13% by experience at Citigroup Global Markets.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Eric 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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