Merrill
47yrs
Top advisor by experience in Oak Brook
16yrs
Daniel Larson is a fiduciary financial advisor in Oak Brook, Illinois, with 16 years in the industry. Daniel joined Citigroup Global Markets in 2025, 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 540 advisors with offices in Oak Brook, and one of 523 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 63% of advisors at Citigroup Global Markets
OfficeCiti Wealth Management, Sales, 1900 Spring Rd, Suite 101, Oak Brook, IL 60523
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.
Career
- May 2025 – nowCitigroup Global Markets Inc.Current firm
Contact Daniel
(212) 816-6000Firm headquarters in New York, NY. Ask for Daniel. Citi Wealth Management, Sales, 1900 Spring Rd, Suite 101Oak Brook, IL 60523Office · Get directions YouTube channelCitigroup Global Markets
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Questions to ask Daniel
Tailored to Daniel’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 Daniel
How do I contact Daniel?
Call Citigroup Global Markets at (212) 816-6000 and ask for Daniel Larson. Daniel works from the Oak Brook, IL office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2010, about 16 years. More experience than 63% of advisors at Citigroup Global Markets.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Daniel 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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