Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
14yrs
Mark Renna
Financial advisor at Citigroup Global Markets
Mark Renna has worked in the financial industry for 14 years and is a fiduciary financial advisor based in Boston, Massachusetts. Mark has been with Citigroup Global Markets since 2014. 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 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 58% of advisors at Citigroup Global Markets
OfficeCiti Private Bank 111 Huntington Avenue, 29th Floor, Boston, MA 02199
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
- 2014 – nowCitigroup Global Markets Inc.Current firm
Contact Mark
(212) 816-6000Firm headquarters in New York, NY. Ask for Mark. Citi Private Bank 111 Huntington Avenue, 29th FloorBoston, MA 02199Office · Get directions YouTube channelCitigroup Global Markets
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Questions to ask Mark
Tailored to Mark’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 Mark
How do I contact Mark?
Call Citigroup Global Markets at (212) 816-6000 and ask for Mark Renna. Mark works from the Boston, MA office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2012, about 14 years. More experience than 58% of advisors at Citigroup Global Markets.
What licenses does Mark hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Citigroup Global Markets reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Mark 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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