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Advisors / Connecticut / Greenwich
21yrs

Christopher Doherty

Financial advisor at Citigroup Global Markets

Based in Greenwich, Connecticut, Christopher Doherty is a fiduciary financial advisor with 21 years of industry experience. Christopher has been with Citigroup Global Markets since 2021. 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 659 advisors with offices in Greenwich, and one of 618 fiduciaries.

Greenwich, CT 06830Top 24% by experience at Citigroup Global MarketsFiduciary advisor

At a glance

Experience21 years (since 2005)
How that compares ?Top 24% by experience at Citigroup Global Markets
OfficeCiti Wealth Management, Sales 14-18 Railroad Avenue, Greenwich, CT 06830
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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2021 – now

Questions to ask Christopher

Tailored to Christopher’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Christopher

How do I contact Christopher?

Call Citigroup Global Markets at (212) 816-6000 and ask for Christopher Doherty. Christopher works from the Greenwich, CT office.

How long has Christopher been a financial advisor?

Christopher has been in the industry since 2005, about 21 years. Top 24% by experience at Citigroup Global Markets.

What licenses does Christopher hold?

Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.

Is Christopher a fiduciary?

Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Christopher paid?

Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Christopher 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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