Cetera Investment Advisers
43yrs
Top 1% by experience in New York
17yrs
Teofilo Rojas
Financial advisor at Citigroup Global Markets
Teofilo Rojas has worked in the financial industry for 17 years and is a fiduciary financial advisor based in Plainview, New York. Teofilo has been with Citigroup Global Markets since 2021; before that, Teofilo spent two years at Capital One Advisors and less than a year at Aegis Capital. 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 74 advisors with offices in Plainview, and one of 66 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 65% of advisors at Citigroup Global Markets
OfficeCWM Retail, Sales 1105 Old Country Road, Plainview, NY 11803
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$714,318
Advisors at the firm2,402
States licensed ?2 states
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
- 2021 – nowCitigroup Global Markets Inc.Current firm
- Oct 2016 – May 2018Capital One Advisors, LLCPreviously
- Jun 2016 – Jul 2016Aegis Capital Corp.Previously
Contact Teofilo
(212) 816-6000Firm headquarters in New York, NY. Ask for Teofilo. CWM Retail, Sales 1105 Old Country RoadPlainview, NY 11803Office · Get directions YouTube channelCitigroup Global Markets
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Questions to ask Teofilo
Tailored to Teofilo’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 Teofilo
How do I contact Teofilo?
Call Citigroup Global Markets at (212) 816-6000 and ask for Teofilo Rojas. Teofilo works from the Plainview, NY office.
How long has Teofilo been a financial advisor?
Teofilo has been in the industry since 2009, about 17 years. More experience than 65% of advisors at Citigroup Global Markets.
What licenses does Teofilo hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Teofilo a fiduciary?
Teofilo is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Teofilo paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Teofilo 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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