Morgan Stanley
47yrs
Top advisor by experience in New York
18yrs
Brian Corey
Financial advisor at Citigroup Global Markets
Brian Corey is a fiduciary financial advisor in New York, New York, with 18 years in the industry. Brian joined Citigroup Global Markets in 2010, a firm offering financial planning, investment management, and private fund management. Citigroup Global Markets reports being paid through a percentage of assets and flat fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 67% of advisors at Citigroup Global Markets
OfficeCiti Private Bank 153 East 53rd St., 24th, 25th FLS, New York, NY 10022
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
- 2010 – nowCitigroup Global Markets Inc.Current firm
Contact Brian
(212) 816-6000Citigroup Global Markets main office Citi Private Bank 153 East 53rd St., 24th, 25th FLSNew York, NY 10022Office · Get directions YouTube channelCitigroup Global Markets
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Brian
Tailored to Brian’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 Brian
How do I contact Brian?
Call Citigroup Global Markets at (212) 816-6000 and ask for Brian Corey. Brian works from the New York, NY office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2008, about 18 years. More experience than 67% of advisors at Citigroup Global Markets.
What licenses does Brian hold?
Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Brian 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.
Other advisors nearby
Oppenheimer & Co.
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
Crews & Associates
47yrs
Top advisor by experience at Crews & Associates