William Blair & Company
47yrs
Top advisor by experience in Illinois
14yrs
Daniel Leibforth
Full name on record: Daniel George Leibforth
Financial advisor at Citigroup Global Markets
Daniel Leibforth is a fiduciary financial advisor in Chicago, Illinois, with 14 years in the industry. Daniel joined Citigroup Global Markets in 2013, 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 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience14 years (since 2013)
How that compares ?More experience than 56% of advisors at Citigroup Global Markets
OfficeCiti Private Bank 227 West Monroe Street - 24, Chicago, IL 60606
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.
Series 66Uniform Combined State Law Examination
Career
- 2013 – nowCitigroup Global Markets Inc.Current firm
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 Leibforth. Daniel works from the Chicago, IL office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2013, about 14 years. More experience than 56% of advisors at Citigroup Global Markets.
What licenses does Daniel hold?
Series 66. 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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