UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
20yrs
Robert Mitzel is a fiduciary financial advisor in Dallas, Texas, with 20 years in the industry. Robert joined Citigroup Global Markets in 2006, 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 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 72% of advisors at Citigroup Global Markets
OfficeEquities 300 Crescent Court, Suite 960, Dallas, TX 75201
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
- 2006 – nowCitigroup Global Markets Inc.Current firm
Contact Robert
(212) 816-6000Firm headquarters in New York, NY. Ask for Robert. Equities 300 Crescent Court, Suite 960Dallas, TX 75201Office · Get directions YouTube channelCitigroup Global Markets
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Questions to ask Robert
Tailored to Robert’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 Robert
How do I contact Robert?
Call Citigroup Global Markets at (212) 816-6000 and ask for Robert Mitzel. Robert works from the Dallas, TX office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2006, about 20 years. More experience than 72% of advisors at Citigroup Global Markets.
What licenses does Robert hold?
Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Robert 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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