Osaic Wealth
40yrs
Top advisor by experience in Long Island City
22yrs
Chi Lam
Financial advisor at Citigroup Global Markets
Chi Lam is a fiduciary financial advisor in Long Island City, New York, with 22 years in the industry. Chi joined Citigroup Global Markets in 2023, after five years at J.P. Morgan Securities and a year at Scottrade Investment Management. 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 52 advisors with offices in Long Island City, and one of 48 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?Top 22% by experience at Citigroup Global Markets
OfficeCiti Wealth Management, Sales 38-18 Queens Boulevard, B, Long Island City, NY 11101
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
- 2023 – nowCitigroup Global Markets Inc.Current firm
- 2018 – 2023J.P. Morgan Securities LLCPreviously
- Mar 2017 – Jan 2018Scottrade Investment ManagementPreviously
- 2005 – 2011Chase Investment Services Corp.Previously
Contact Chi
(212) 816-6000Firm headquarters in New York, NY. Ask for Chi. Citi Wealth Management, Sales 38-18 Queens Boulevard, BLong Island City, NY 11101Office · Get directions YouTube channelCitigroup Global Markets
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Questions to ask Chi
Tailored to Chi’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 Chi
How do I contact Chi?
Call Citigroup Global Markets at (212) 816-6000 and ask for Chi Lam. Chi works from the Long Island City, NY office.
How long has Chi been a financial advisor?
Chi has been in the industry since 2004, about 22 years. Top 22% by experience at Citigroup Global Markets.
What licenses does Chi hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Chi a fiduciary?
Chi is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Chi paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Chi 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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