Osaic Wealth
40yrs
Top advisor by experience in Long Island City
23yrs
Sylvan Gomez
Financial advisor at Citigroup Global Markets
At a glance
Experience23 years (since 2003)
How that compares ?Top 19% by experience at Citigroup Global Markets
OfficeCiti Private Bank Two Court Square, 12th Floor, Long Island City, NY 11101
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
- 2022 – nowCitigroup Global Markets Inc.Current firm
- Jan 2022 – May 2022Frost Investment ServicesPreviously
- 2019 – 2021Frost Investment ServicesPreviously
- Jan 2018 – Mar 2019Usaa Investment Services CompanyPreviously
- 2013 – 2018Usaa Financial Planning ServicesPreviously
- 2007 – 2013Usaa Investment Services CompanyPreviously
Questions to ask Sylvan
Tailored to Sylvan’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Sylvan
How do I contact Sylvan?
Call Citigroup Global Markets at 212-816-6000 and ask for Sylvan Gomez. Sylvan works from the Long Island City, NY office.
How long has Sylvan been a financial advisor?
Sylvan has been in the industry since 2003, about 23 years. Top 19% by experience at Citigroup Global Markets.
What licenses does Sylvan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Sylvan a fiduciary?
Sylvan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sylvan paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Sylvan 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.
Other advisors nearby
Citigroup Global Markets
37yrs
Scott Douglas Samuels
Financial advisor
Citi Wealth Management, Sales 38-18 Queens Boulevard, B
Long Island City, NY 11101
Long Island City, NY 11101
Top 2% by experience at Citigroup Global Markets
Citigroup Global Markets
35yrs
Top 3% by experience at Citigroup Global Markets
Morgan Stanley
32yrs
Top 8% by experience in Long Island City
Ameriprise Financial Services
31yrs
Top 10% by experience in Long Island City
Citigroup Global Markets
30yrs
Loron L Traina
Financial advisor
Citi Private Bank Two Court Square, 12th Floor
Long Island City, NY 11101
Long Island City, NY 11101
Top 7% by experience at Citigroup Global Markets