Citigroup Global Markets
38yrs
Top advisor by experience in Bronx
27yrs
Michael Pak
Financial advisor at Citigroup Global Markets
Michael Pak has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Bronx, New York. After two years at Citicorp Investment Services, Michael joined Citigroup Global Markets in 2007, 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 79 advisors with offices in Bronx, and one of 74 fiduciaries.
At a glance
Experience27 years (since 2000)
How that compares ?Top 13% by experience at Citigroup Global Markets
OfficeCWM Retail, Sales 5671 Riverdale Avenue, Bronx, NY 10471
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
- 2004 – 2007Citicorp Investment ServicesPreviously
Contact Michael
(212) 816-6000Firm headquarters in New York, NY. Ask for Michael. CWM Retail, Sales 5671 Riverdale AvenueBronx, NY 10471Office · Get directions YouTube channelCitigroup Global Markets
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Questions to ask Michael
Tailored to Michael’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 Michael
How do I contact Michael?
Call Citigroup Global Markets at (212) 816-6000 and ask for Michael Pak. Michael works from the Bronx, NY office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2000, about 27 years. Top 13% by experience at Citigroup Global Markets.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Michael 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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