B. Riley Wealth Advisors
43yrs
Top advisor by experience in Brooklyn
17yrs
Monte Bailey
Financial advisor at Citigroup Global Markets
Based in Brooklyn, New York, Monte Bailey is a fiduciary financial advisor with 17 years of industry experience. Monte joined Citigroup Global Markets in 2023, after two years at J.P. Morgan Securities and a year at Merrill. 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 579 advisors with offices in Brooklyn, and one of 507 fiduciaries.
At a glance
Experience17 years (since 2010)
How that compares ?More experience than 64% of advisors at Citigroup Global Markets
OfficeCWM Retail, Sales 430 Myrtle Ave, Brooklyn, NY 11205
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
- 2023 – nowCitigroup Global Markets Inc.Current firm
- Jun 2021 – Jan 2023J.P. Morgan Securities LLCPreviously
- 2014 – 2020J.P. Morgan Securities LLCPreviously
- May 2011 – Jul 2012MerrillPreviously
Questions to ask Monte
Tailored to Monte’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 Monte
How do I contact Monte?
Call Citigroup Global Markets at (212) 816-6000 and ask for Monte Bailey. Monte works from the Brooklyn, NY office.
How long has Monte been a financial advisor?
Monte has been in the industry since 2010, about 17 years. More experience than 64% of advisors at Citigroup Global Markets.
What licenses does Monte hold?
Series 66. Tap any license on this page to see what it allows.
Is Monte a fiduciary?
Monte is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Monte paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Monte 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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