J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
21yrs
Grace Wit
Financial advisor at Citigroup Global Markets
Grace Wit has worked in the financial industry for 21 years and is a fiduciary financial advisor based in San Francisco, California. After two years at HSBC Securities (usa) and ten years at Wells Fargo Advisors, Grace joined Citigroup Global Markets in 2025, 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 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?Top 24% by experience at Citigroup Global Markets
OfficeCiti Wealth Management, Sales One Market Plaza, 40th Floor, San Francisco, CA 94105
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 66Uniform Combined State Law Examination
Career
- Nov 2025 – nowCitigroup Global Markets Inc.Current firm
- 2023 – 2025HSBC Securities (usa) Inc.Previously
- 2013 – 2023Wells Fargo Clearing Services, LLCPreviously
- Sep 2011 – Jan 2012Strategic Advisers LLCPreviously
- Jun 2005 – Jun 2006Morgan Stanley DW Inc.Previously
Questions to ask Grace
Tailored to Grace’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 Grace
How do I contact Grace?
Call Citigroup Global Markets at (212) 816-6000 and ask for Grace Wit. Grace works from the San Francisco, CA office.
How long has Grace been a financial advisor?
Grace has been in the industry since 2005, about 21 years. Top 24% by experience at Citigroup Global Markets.
What licenses does Grace hold?
Series 66. Tap any license on this page to see what it allows.
Is Grace a fiduciary?
Grace is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Grace paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Grace 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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