Citigroup Global Markets
38yrs
Thomas John Scala
Financial advisor
CWM Retail, Sales 2301 Jericho Turnpike
Garden City Park, NY 11040
Garden City Park, NY 11040
Top advisor by experience in Garden City Park
20yrs
Daniel George Marquardt
Financial advisor at Citigroup Global Markets
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 73% of advisors at Citigroup Global Markets
OfficeCWM Retail, Sales 2301 Jericho Turnpike, Garden City Park, NY 11040
How the firm is paid ?Percent of assets, Flat fee
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.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2021 – nowCitigroup Global Markets Inc.Current firm
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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 Daniel
How do I contact Daniel?
Call Citigroup Global Markets at 212-816-6000 and ask for Daniel George Marquardt. Daniel works from the Garden City Park, NY office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2006, about 20 years. More experience than 73% of advisors at Citigroup Global Markets.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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