Morgan Stanley
47yrs
Top advisor by experience in New York
26yrs
Stacey Schultz
Financial advisor at Citigroup Global Markets
Stacey Schultz has worked in the financial industry for 26 years and is a fiduciary financial advisor based in New York, New York. Stacey joined Citigroup Global Markets in 2024, 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
Experience26 years (since 2000)
How that compares ?Top 15% by experience at Citigroup Global Markets
OfficeCiti Private Bank 388 Greenwich Street, 25th/29th Floor, 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
Contact Stacey
(212) 816-6000Citigroup Global Markets main office Citi Private Bank 388 Greenwich Street, 25th/29th FloorNew York, NY 10013Office · Get directions YouTube channelCitigroup Global Markets
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Questions to ask Stacey
Tailored to Stacey’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 Stacey
How do I contact Stacey?
Call Citigroup Global Markets at (212) 816-6000 and ask for Stacey Schultz. Stacey works from the New York, NY office.
How long has Stacey been a financial advisor?
Stacey has been in the industry since 2000, about 26 years. Top 15% by experience at Citigroup Global Markets.
What licenses does Stacey hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Stacey a fiduciary?
Stacey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stacey paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Stacey 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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